+199.0%
AMD vs ARES
+83.4%
+115.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.2% | +10.8% | +10.9% |
| 7D | -11.0% | +4.5% | -15.6% | -13.6% |
| 30D | -30.5% | +15.7% | -46.2% | -37.0% |
| 3M | -8.2% | -2.0% | -6.2% | -8.4% |
| 6M | +6.6% | +10.4% | -3.9% | -2.7% |
| YTD | +109.7% | -14.2% | +123.9% | +119.6% |
| 1Y | +88.9% | -7.8% | +96.7% | +86.3% |
| 3Y | +301.8% | +41.4% | +260.4% | +161.4% |
| All | +199.0% | +83.4% | +115.7% | +43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling