+331.1%
AMD vs ARES
+48.6%
+282.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.0% | +5.7% | +5.2% |
| 7D | +2.6% | -1.7% | +4.2% | +3.4% |
| 30D | -0.9% | +0.3% | -1.2% | -1.5% |
| 3M | -8.7% | +8.5% | -17.2% | -13.0% |
| 6M | +136.3% | +23.5% | +112.9% | +108.4% |
| YTD | +123.0% | -11.2% | +134.2% | +132.3% |
| 1Y | +195.2% | -19.3% | +214.5% | +223.5% |
| All | +331.1% | +48.6% | +282.5% | +206.9% |
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