+528.2%
AMKR vs ARES
+979.8%
-451.6%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.8% | +3.7% | +4.0% |
| 7D | +8.3% | -6.1% | +14.4% | +12.3% |
| 30D | -6.8% | -7.5% | +0.8% | -2.7% |
| 3M | -31.9% | +0.1% | -32.1% | -32.7% |
| 6M | +18.4% | +30.3% | -11.9% | -1.2% |
| YTD | +31.7% | -16.6% | +48.3% | +41.8% |
| 1Y | +105.2% | -26.1% | +131.3% | +137.0% |
| 3Y | +147.7% | +36.4% | +111.3% | +97.0% |
| 5Y | +99.4% | +95.0% | +4.4% | +26.1% |
| All | +528.2% | +979.8% | -451.6% | +129.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling