+961.2%
ARES vs AEE
+191.1%
+770.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -6.1% | -0.8% | -5.3% | -5.8% |
| 30D | -7.5% | -2.9% | -4.6% | -6.4% |
| 3M | +0.1% | -2.4% | +2.5% | +0.8% |
| 6M | +30.3% | -2.7% | +33.0% | +30.8% |
| YTD | -16.6% | +7.3% | -23.9% | -20.1% |
| 1Y | -26.1% | +7.5% | -33.6% | -29.5% |
| 3Y | +36.4% | +46.2% | -9.8% | +11.3% |
| 5Y | +95.0% | +39.7% | +55.3% | +61.7% |
| All | +961.2% | +191.1% | +770.0% | +710.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling