+40.0%
PATH vs ARES
-18.2%
+58.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.0% | -15.7% | -16.3% |
| 7D | -16.3% | -1.7% | -14.6% | -15.7% |
| 30D | +9.9% | +0.3% | +9.6% | +10.1% |
| 3M | +30.2% | +8.5% | +21.7% | +26.6% |
| 6M | +37.2% | +23.5% | +13.7% | +26.2% |
| YTD | -7.3% | -11.2% | +3.9% | -6.1% |
| 1Y | +40.0% | -19.3% | +59.3% | +45.3% |
| All | +40.0% | -18.2% | +58.2% | +45.3% |
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