+85.9%
AMZN vs ARES
+47.3%
+38.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.2% |
| 7D | +0.8% | -0.3% | +1.1% | +0.9% |
| 30D | -6.4% | +1.3% | -7.7% | -7.0% |
| 3M | +4.8% | +10.4% | -5.6% | +0.5% |
| 6M | +20.5% | +29.0% | -8.5% | +7.9% |
| YTD | +11.3% | -12.2% | +23.5% | +16.0% |
| 1Y | +9.0% | -18.4% | +27.4% | +16.6% |
| 3Y | +85.9% | +43.2% | +42.7% | +47.1% |
| All | +85.9% | +47.3% | +38.6% | +47.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling