+570.8%
NTAP vs ARES
+1,270.2%
-699.4%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -7.8% | +8.1% | -15.9% | -10.6% |
| 30D | -25.8% | +18.9% | -44.7% | -31.1% |
| 3M | -11.2% | +2.3% | -13.6% | -12.7% |
| 6M | +49.9% | +12.7% | +37.2% | +40.9% |
| YTD | +66.9% | -10.8% | +77.6% | +69.9% |
| 1Y | +58.8% | -5.3% | +64.2% | +57.3% |
| 3Y | +140.8% | +42.0% | +98.8% | +96.7% |
| 5Y | +115.0% | +88.3% | +26.7% | +50.3% |
| 10Y | +570.8% | +1,148.2% | -577.4% | +158.6% |
| All | +570.8% | +1,270.2% | -699.4% | +158.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling