-22.1%
ARES vs AEIS
+83.8%
-106.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.9% |
| 7D | -2.7% | +6.5% | -9.1% | -3.5% |
| 30D | -2.4% | -9.2% | +6.8% | -1.4% |
| 3M | +3.9% | -8.3% | +12.3% | +3.6% |
| 6M | +26.4% | -6.3% | +32.7% | +23.4% |
| YTD | -14.9% | +36.5% | -51.4% | -23.2% |
| All | -22.1% | +83.8% | -106.0% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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