+601.0%
AXTI vs ARES
+90.2%
+510.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.8% | -3.3% | -4.6% |
| 7D | +15.1% | -7.7% | +22.8% | +20.2% |
| 30D | -12.3% | -8.7% | -3.6% | -8.3% |
| 3M | -24.1% | +2.8% | -27.0% | -26.3% |
| 6M | +46.0% | +23.1% | +23.0% | +25.6% |
| YTD | +295.7% | -17.3% | +313.0% | +325.6% |
| 1Y | +1,825.6% | -24.3% | +1,849.9% | +2,079.5% |
| 3Y | +2,630.0% | +34.9% | +2,595.0% | +2,118.2% |
| 5Y | +601.0% | +93.5% | +507.5% | +326.0% |
| All | +601.0% | +90.2% | +510.7% | +326.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling