+1,628.3%
AMZN vs ARES
+1,188.6%
+439.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.4% |
| 7D | +0.1% | +0.8% | -0.7% | -0.2% |
| 30D | +2.6% | +16.7% | -14.1% | -2.9% |
| 3M | -2.2% | -2.6% | +0.4% | -1.7% |
| 6M | -1.0% | +13.0% | -14.0% | -5.9% |
| YTD | +15.3% | -11.7% | +27.0% | +17.4% |
| 1Y | +6.9% | -6.7% | +13.5% | +6.5% |
| 3Y | +85.4% | +40.5% | +44.9% | +58.4% |
| 5Y | +53.3% | +88.2% | -34.9% | +16.9% |
| 10Y | +620.3% | +1,131.0% | -510.6% | +283.4% |
| All | +1,628.3% | +1,188.6% | +439.8% | +794.9% |
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