-91.6%
AMIX vs ARES
-8.8%
-82.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | -16.0% | +4.5% | -20.6% | -19.8% |
| 30D | -55.4% | +15.7% | -71.2% | -61.5% |
| 3M | -87.5% | -2.0% | -85.5% | -87.4% |
| 6M | -81.2% | +10.4% | -91.6% | -80.6% |
| YTD | -86.8% | -14.2% | -72.6% | -87.5% |
| 1Y | -91.6% | -7.8% | -83.8% | -88.3% |
| All | -91.6% | -8.8% | -82.8% | -88.3% |
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