-7.8%
ARES vs AMC
+24.6%
-32.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.8% | 0.0% |
| 7D | +4.5% | +2.6% | +1.9% | +4.3% |
| 30D | +15.7% | +9.0% | +6.7% | +14.7% |
| 3M | -2.0% | +22.2% | -24.2% | -4.4% |
| 6M | +10.4% | +91.5% | -81.0% | -1.5% |
| YTD | -14.2% | +101.3% | -115.5% | -25.1% |
| 1Y | -7.8% | +20.8% | -28.5% | -13.0% |
| All | -7.8% | +24.6% | -32.4% | -13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling