+1,089.9%
ARES vs AMC
-98.8%
+1,188.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -3.3% |
| 7D | -0.3% | +8.4% | -8.8% | -0.5% |
| 30D | +15.3% | +9.2% | +6.1% | +15.0% |
| 3M | -5.4% | +32.0% | -37.4% | -6.1% |
| 6M | +10.0% | +149.3% | -139.2% | +7.0% |
| YTD | -14.7% | +114.1% | -128.8% | -16.8% |
| 1Y | -9.7% | +35.8% | -45.5% | -11.1% |
| 3Y | +35.8% | -58.3% | +94.1% | +35.3% |
| 5Y | +80.9% | -99.2% | +180.1% | +88.1% |
| All | +1,089.9% | -98.8% | +1,188.7% | +1,146.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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