-7.9%
CAVA vs ARES
-18.2%
+10.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.2% |
| 7D | -9.2% | -1.7% | -7.6% | -8.7% |
| 30D | -8.2% | +0.3% | -8.4% | -8.3% |
| 3M | -15.3% | +8.5% | -23.8% | -17.7% |
| 6M | -23.6% | +23.5% | -47.1% | -29.8% |
| YTD | +3.5% | -11.2% | +14.8% | +8.2% |
| 1Y | -7.9% | -19.3% | +11.4% | -8.2% |
| All | -7.9% | -18.2% | +10.3% | -8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling