-89.7%
AMIX vs ARES
-6.8%
-82.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.1% | +8.9% | +8.9% |
| 7D | +11.4% | +8.1% | +3.3% | +4.0% |
| 30D | -40.5% | +18.9% | -59.4% | -49.7% |
| 3M | -80.1% | +2.3% | -82.4% | -80.7% |
| 6M | -74.8% | +12.7% | -87.5% | -74.9% |
| YTD | -84.0% | -10.8% | -73.2% | -85.2% |
| 1Y | -89.7% | -5.3% | -84.4% | -88.8% |
| All | -89.7% | -6.8% | -82.9% | -88.8% |
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