-81.1%
PATH vs ARES
+194.8%
-276.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.3% | -1.4% | -2.2% |
| 7D | -5.6% | +4.9% | -10.5% | -8.8% |
| 30D | -0.7% | +13.6% | -14.3% | -9.3% |
| 3M | -5.9% | -3.3% | -2.5% | -4.0% |
| 6M | +21.6% | +11.0% | +10.6% | +11.1% |
| YTD | -20.6% | -14.4% | -6.2% | -15.1% |
| 1Y | -10.6% | -9.1% | -1.4% | -9.0% |
| 3Y | -24.9% | +37.1% | -62.0% | -52.0% |
| 5Y | -76.8% | +83.3% | -160.1% | -89.6% |
| All | -81.1% | +194.8% | -276.0% | -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 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