+1,101.7%
ARES vs AMBA
-0.9%
+1,102.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.3% |
| 7D | +0.5% | +2.7% | -2.2% | -0.2% |
| 30D | +19.7% | -2.2% | +21.8% | +19.8% |
| 3M | -9.0% | -26.6% | +17.7% | -3.1% |
| 6M | +11.5% | -26.8% | +38.3% | +14.2% |
| YTD | -13.8% | -15.1% | +1.3% | -15.5% |
| 1Y | -5.6% | -32.3% | +26.7% | -3.0% |
| 3Y | +36.1% | +19.8% | +16.3% | +14.8% |
| 5Y | +82.7% | -69.2% | +151.9% | +90.9% |
| All | +1,101.7% | -0.9% | +1,102.6% | +793.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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