+105.4%
AMT vs ARES
+1,006.5%
-901.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | +0.4% |
| 7D | +1.5% | -2.7% | +4.1% | +2.0% |
| 30D | +3.7% | -2.4% | +6.1% | +4.2% |
| 3M | -7.2% | +3.9% | -11.1% | -8.3% |
| 6M | -4.2% | +26.4% | -30.5% | -9.4% |
| YTD | +1.9% | -14.9% | +16.8% | +3.8% |
| 1Y | -6.4% | -20.4% | +14.0% | -3.7% |
| 3Y | +7.7% | +38.8% | -31.0% | -7.9% |
| 5Y | -30.9% | +97.0% | -127.9% | -47.8% |
| 10Y | +105.4% | +999.8% | -894.4% | +20.5% |
| All | +105.4% | +1,006.5% | -901.1% | +20.5% |
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