+7.1%
AMT vs ARES
-6.6%
+13.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | 0.0% |
| 7D | -2.4% | +0.8% | -3.1% | -2.4% |
| 30D | +4.2% | +16.7% | -12.5% | +2.9% |
| 3M | +13.4% | -2.6% | +16.0% | +13.2% |
| 6M | +9.4% | +13.0% | -3.6% | +8.4% |
| YTD | +11.7% | -11.7% | +23.4% | +12.1% |
| 1Y | +7.1% | -6.7% | +13.8% | +8.4% |
| All | +7.1% | -6.6% | +13.8% | +8.4% |
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