+88.2%
ARES vs AMC
-99.1%
+187.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -1.0% |
| 7D | +0.8% | -2.8% | +3.6% | +0.9% |
| 30D | +16.7% | +14.0% | +2.7% | +15.5% |
| 3M | -2.6% | +42.5% | -45.1% | -5.4% |
| 6M | +13.0% | +142.6% | -129.6% | +3.9% |
| YTD | -11.7% | +119.2% | -131.0% | -18.5% |
| 1Y | -6.7% | +40.7% | -47.4% | -11.2% |
| 3Y | +40.5% | -57.3% | +97.8% | +40.3% |
| 5Y | +88.2% | -99.1% | +187.4% | +135.9% |
| All | +88.2% | -99.1% | +187.3% | +135.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling