+7,765.4%
AMD vs ARES
+1,112.4%
+6,652.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.0% | -9.7% | -9.3% |
| 7D | +18.9% | +0.5% | +18.5% | +18.6% |
| 30D | -6.4% | +19.7% | -26.1% | -16.1% |
| 3M | +10.6% | -9.0% | +19.5% | +15.3% |
| 6M | +19.9% | +11.5% | +8.3% | +9.8% |
| YTD | +149.4% | -13.8% | +163.2% | +157.6% |
| 1Y | +115.4% | -5.6% | +121.0% | +109.5% |
| 3Y | +357.3% | +36.1% | +321.2% | +245.2% |
| 5Y | +261.1% | +82.7% | +178.4% | +125.5% |
| All | +7,765.4% | +1,112.4% | +6,652.9% | +2,017.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling