-99.9%
AMIX vs ARES
+20.4%
-120.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.3% | -3.3% | -4.2% |
| 7D | -25.5% | +4.9% | -30.4% | -28.1% |
| 30D | -56.2% | +13.6% | -69.8% | -60.0% |
| 3M | -87.4% | -3.3% | -84.1% | -87.3% |
| 6M | -80.9% | +11.0% | -91.9% | -81.2% |
| YTD | -86.8% | -14.4% | -72.4% | -86.0% |
| 1Y | -91.3% | -9.1% | -82.2% | -91.0% |
| All | -99.9% | +20.4% | -120.4% | -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