+292.4%
AAOI vs ARES
-23.8%
+316.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.9% |
| 7D | -0.2% | -6.1% | +5.9% | +0.7% |
| 30D | -23.7% | -7.5% | -16.2% | -23.1% |
| 3M | -39.0% | +0.1% | -39.1% | -38.9% |
| 6M | -17.0% | +30.3% | -47.3% | -18.9% |
| YTD | +202.2% | -16.6% | +218.9% | +252.6% |
| 1Y | +292.4% | -26.1% | +318.5% | +330.8% |
| All | +292.4% | -23.8% | +316.2% | +330.8% |
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