-22.0%
AXON vs ARES
+9.6%
-31.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.3% | +0.7% | -0.9% |
| 7D | -19.7% | -0.3% | -19.4% | -19.8% |
| 30D | -25.7% | +15.3% | -41.0% | -31.5% |
| 3M | -48.8% | -5.4% | -43.4% | -47.2% |
| 6M | -22.0% | +10.0% | -32.0% | -24.5% |
| All | -22.0% | +9.6% | -31.6% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded ARES wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling