+43.3%
AMAT vs ARES
-8.8%
+52.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.2% |
| 7D | -14.7% | +4.5% | -19.3% | -15.5% |
| 30D | -36.1% | +15.7% | -51.8% | -38.1% |
| 3M | -36.9% | -2.0% | -34.8% | -36.5% |
| 6M | -22.2% | +10.4% | -32.6% | -24.0% |
| YTD | +29.9% | -14.2% | +44.2% | +38.4% |
| 1Y | +43.3% | -7.8% | +51.0% | +46.3% |
| All | +43.3% | -8.8% | +52.0% | +46.3% |
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