+11,491.5%
AMD vs ARES
+1,196.0%
+10,295.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -13.3% |
| 6M | +136.3% | +23.5% | +112.9% | +106.6% |
| YTD | +123.0% | -11.2% | +134.2% | +128.2% |
| 1Y | +195.2% | -19.3% | +214.5% | +214.9% |
| 3Y | +336.3% | +48.7% | +287.7% | +231.0% |
| 5Y | +334.5% | +106.5% | +227.9% | +178.8% |
| 10Y | +6,259.1% | +1,055.3% | +5,203.8% | +2,026.1% |
| All | +11,491.5% | +1,196.0% | +10,295.5% | +3,468.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling