+41.1%
ARES vs AMBA
+10.0%
+31.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -9.4% | +7.2% | -0.3% |
| 7D | +4.9% | -14.6% | +19.5% | +8.3% |
| 30D | +13.6% | -18.8% | +32.4% | +18.2% |
| 3M | -3.3% | -32.6% | +29.3% | +4.4% |
| 6M | +11.0% | -25.8% | +36.8% | +12.2% |
| YTD | -14.4% | -22.1% | +7.7% | -15.5% |
| 1Y | -9.1% | -36.2% | +27.1% | -6.6% |
| All | +41.1% | +10.0% | +31.1% | +15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling