+961.2%
ARES vs AMP
+589.3%
+371.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | 0.0% | +0.3% |
| 7D | -6.1% | -0.5% | -5.5% | -5.8% |
| 30D | -7.5% | -1.3% | -6.2% | -6.7% |
| 3M | +0.1% | +24.2% | -24.1% | -12.5% |
| 6M | +30.3% | +24.6% | +5.7% | +13.7% |
| YTD | -16.6% | +14.8% | -31.4% | -23.4% |
| 1Y | -26.1% | +12.8% | -38.9% | -31.3% |
| 3Y | +36.4% | +69.0% | -32.5% | +1.1% |
| 5Y | +95.0% | +124.9% | -29.9% | +24.7% |
| All | +961.2% | +589.3% | +371.9% | +276.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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