-6.9%
ARES vs AEE
+13.9%
-20.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.5% | +3.7% | +6.2% |
| 7D | +10.5% | +4.7% | +5.8% | +10.8% |
| 30D | +16.8% | +13.4% | +3.4% | +18.5% |
| 3M | -3.2% | +4.1% | -7.3% | -3.6% |
| 6M | +16.4% | +2.0% | +14.4% | +15.1% |
| YTD | -12.4% | +15.6% | -28.0% | -10.5% |
| 1Y | -6.9% | +14.1% | -21.0% | -4.6% |
| All | -6.9% | +13.9% | -20.8% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling