-6.4%
AMT vs ARES
-18.2%
+11.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -1.0% |
| 7D | -0.2% | -1.7% | +1.5% | -0.1% |
| 30D | +4.6% | +0.3% | +4.4% | +4.6% |
| 3M | -8.4% | +8.5% | -16.9% | -8.6% |
| 6M | -6.0% | +23.5% | -29.5% | -7.4% |
| YTD | +2.1% | -11.2% | +13.3% | +1.9% |
| 1Y | -6.4% | -19.3% | +12.9% | -6.1% |
| All | -6.4% | -18.2% | +11.8% | -6.1% |
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