-6.1%
PATH vs ARES
+48.6%
-54.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.0% | -15.7% | -16.2% |
| 7D | -16.3% | -1.7% | -14.6% | -15.5% |
| 30D | +9.9% | +0.3% | +9.6% | +10.0% |
| 3M | +30.2% | +8.5% | +21.7% | +24.9% |
| 6M | +37.2% | +23.5% | +13.7% | +22.3% |
| YTD | -7.3% | -11.2% | +3.9% | -3.5% |
| 1Y | +40.0% | -19.3% | +59.3% | +52.6% |
| All | -6.1% | +48.6% | -54.8% | -37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling