+1,578.6%
AMZN vs ARES
+1,196.0%
+382.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.2% |
| 7D | -3.0% | -1.7% | -1.3% | -2.4% |
| 30D | -5.2% | +0.3% | -5.5% | -5.4% |
| 3M | +1.9% | +8.5% | -6.6% | -1.4% |
| 6M | +19.2% | +23.5% | -4.2% | +9.6% |
| YTD | +12.0% | -11.2% | +23.2% | +14.1% |
| 1Y | +9.7% | -19.3% | +29.0% | +14.9% |
| 3Y | +87.2% | +48.7% | +38.5% | +57.3% |
| 5Y | +48.7% | +106.5% | -57.9% | +11.3% |
| 10Y | +569.3% | +1,055.3% | -486.0% | +258.6% |
| All | +1,578.6% | +1,196.0% | +382.6% | +769.8% |
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