-91.1%
AMIX vs ARES
-7.5%
-83.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.2% |
| 7D | -9.9% | +0.5% | -10.3% | -9.6% |
| 30D | -52.8% | +19.7% | -72.4% | -60.1% |
| 3M | -80.0% | -9.0% | -71.1% | -78.2% |
| 6M | -80.2% | +11.5% | -91.8% | -79.5% |
| YTD | -88.1% | -13.8% | -74.3% | -88.9% |
| 1Y | -91.1% | -5.6% | -85.5% | -88.4% |
| All | -91.1% | -7.5% | -83.5% | -88.4% |
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 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