+1,121.7%
ARES vs AMC
-98.2%
+1,219.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.8% | +0.1% |
| 7D | +4.5% | +2.6% | +1.9% | +4.5% |
| 30D | +15.7% | +9.0% | +6.7% | +15.5% |
| 3M | -2.0% | +22.2% | -24.2% | -2.6% |
| 6M | +10.4% | +91.5% | -81.0% | +7.9% |
| YTD | -14.2% | +101.3% | -115.5% | -16.4% |
| 1Y | -7.8% | +20.8% | -28.5% | -9.0% |
| 3Y | +41.4% | -71.3% | +112.7% | +42.0% |
| 5Y | +83.7% | -99.2% | +182.9% | +92.4% |
| 10Y | +1,204.1% | -98.7% | +1,302.8% | +1,277.3% |
| All | +1,121.7% | -98.2% | +1,219.9% | +1,128.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling