+565.7%
AMZN vs ARES
+979.8%
-414.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.2% | +1.7% |
| 7D | -0.7% | -6.1% | +5.4% | +1.7% |
| 30D | -3.9% | -7.5% | +3.6% | -1.2% |
| 3M | +6.3% | +0.1% | +6.2% | +5.7% |
| 6M | +20.8% | +30.3% | -9.5% | +7.6% |
| YTD | +11.2% | -16.6% | +27.9% | +16.3% |
| 1Y | +11.7% | -26.1% | +37.8% | +21.7% |
| 3Y | +79.4% | +36.4% | +43.0% | +51.2% |
| 5Y | +48.0% | +95.0% | -46.9% | +7.6% |
| All | +565.7% | +979.8% | -414.1% | +232.0% |
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