-90.5%
AMIX vs ARES
-6.7%
-83.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +4.2% | +7.7% | +8.2% |
| 7D | +1.2% | +5.0% | -3.8% | -3.1% |
| 30D | -45.3% | +19.1% | -64.4% | -53.8% |
| 3M | -83.1% | +3.1% | -86.1% | -83.7% |
| 6M | -76.9% | +12.9% | -89.7% | -77.0% |
| YTD | -85.3% | -10.7% | -74.6% | -86.4% |
| All | -90.5% | -6.7% | -83.8% | -89.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling