-99.9%
AMIX vs ARES
+20.7%
-120.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -16.0% | +4.5% | -20.6% | -18.7% |
| 30D | -55.4% | +15.7% | -71.2% | -59.8% |
| 3M | -87.5% | -2.0% | -85.5% | -87.5% |
| 6M | -81.2% | +10.4% | -91.6% | -81.5% |
| YTD | -86.8% | -14.2% | -72.6% | -86.0% |
| 1Y | -91.6% | -7.8% | -83.8% | -91.3% |
| All | -99.9% | +20.7% | -120.6% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling