-80.4%
PATH vs ARES
+201.7%
-282.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.1% | -3.2% | -1.2% |
| 7D | -4.8% | +10.5% | -15.3% | -11.3% |
| 30D | +2.7% | +16.8% | -14.2% | -8.0% |
| 3M | -4.2% | -3.2% | -1.0% | -2.3% |
| 6M | +24.7% | +16.4% | +8.3% | +10.2% |
| YTD | -17.6% | -12.4% | -5.2% | -13.3% |
| 1Y | -5.3% | -6.9% | +1.5% | -5.2% |
| 3Y | -22.0% | +40.3% | -62.3% | -50.9% |
| 5Y | -76.5% | +86.2% | -162.7% | -89.6% |
| All | -80.4% | +201.7% | -282.1% | -92.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling