+261.9%
AMD vs ARES
+37.2%
+224.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -2.3% | -15.0% | -16.2% |
| 7D | -28.6% | +4.9% | -33.5% | -30.2% |
| 30D | -37.7% | +13.6% | -51.3% | -41.6% |
| 3M | -16.1% | -3.3% | -12.8% | -15.5% |
| 6M | +13.8% | +11.0% | +2.8% | +6.5% |
| YTD | +88.8% | -14.4% | +103.2% | +99.2% |
| 1Y | +57.8% | -9.1% | +66.9% | +59.6% |
| All | +261.9% | +37.2% | +224.7% | +183.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling