+9,715.5%
AMD vs ARES
+1,149.6%
+8,565.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -2.3% | -15.0% | -16.1% |
| 7D | -28.6% | +4.9% | -33.5% | -30.5% |
| 30D | -37.7% | +13.6% | -51.3% | -42.0% |
| 3M | -16.1% | -3.3% | -12.8% | -15.6% |
| 6M | +13.8% | +11.0% | +2.8% | +5.8% |
| YTD | +88.8% | -14.4% | +103.2% | +95.3% |
| 1Y | +57.8% | -9.1% | +66.9% | +57.5% |
| 3Y | +260.3% | +37.1% | +223.2% | +182.9% |
| 5Y | +196.6% | +83.3% | +113.3% | +99.3% |
| 10Y | +6,064.6% | +1,201.6% | +4,863.1% | +1,912.8% |
| All | +9,715.5% | +1,149.6% | +8,565.9% | +2,955.2% |
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 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