-81.2%
PATH vs ARES
+195.4%
-276.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -5.3% | +4.5% | -9.9% | -8.3% |
| 30D | -0.5% | +15.7% | -16.3% | -10.3% |
| 3M | -7.1% | -2.0% | -5.1% | -6.1% |
| 6M | +23.8% | +10.4% | +13.4% | +13.6% |
| YTD | -20.7% | -14.2% | -6.4% | -15.3% |
| 1Y | -8.1% | -7.8% | -0.3% | -7.5% |
| 3Y | -21.8% | +41.4% | -63.2% | -51.5% |
| 5Y | -76.8% | +83.7% | -160.5% | -89.6% |
| All | -81.2% | +195.4% | -276.5% | -92.1% |
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