+1,631.5%
AMZN vs ARES
+1,157.9%
+473.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.6% |
| 7D | +2.8% | +0.5% | +2.4% | +2.6% |
| 30D | +5.0% | +19.7% | -14.7% | -1.5% |
| 3M | +0.6% | -9.0% | +9.6% | +3.5% |
| 6M | -1.3% | +11.5% | -12.8% | -5.7% |
| YTD | +15.5% | -13.8% | +29.4% | +18.6% |
| 1Y | +12.2% | -5.6% | +17.8% | +11.3% |
| 3Y | +87.0% | +36.1% | +50.9% | +61.5% |
| 5Y | +51.3% | +82.7% | -31.4% | +16.4% |
| 10Y | +621.7% | +1,101.7% | -480.0% | +287.1% |
| All | +1,631.5% | +1,157.9% | +473.6% | +803.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling