+3,150.5%
AXTI vs ARES
+1,181.8%
+1,968.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.1% | +13.9% | +13.3% |
| 7D | +24.0% | -0.3% | +24.3% | +24.0% |
| 30D | -21.5% | +1.3% | -22.8% | -22.4% |
| 3M | -23.4% | +10.4% | -33.7% | -27.5% |
| 6M | +114.9% | +29.0% | +85.9% | +87.5% |
| YTD | +325.4% | -12.2% | +337.6% | +338.1% |
| 1Y | +2,136.7% | -18.4% | +2,155.1% | +2,282.1% |
| 3Y | +2,835.0% | +43.2% | +2,791.8% | +2,380.6% |
| 5Y | +652.8% | +102.6% | +550.2% | +441.8% |
| 10Y | +1,513.9% | +1,029.6% | +484.3% | +672.8% |
| All | +3,150.5% | +1,181.8% | +1,968.6% | +1,380.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling