+1,131.0%
ARES vs EMB
+36.3%
+1,094.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.2% |
| 7D | +0.8% | -0.4% | +1.2% | +1.4% |
| 30D | +16.7% | +1.5% | +15.2% | +14.2% |
| 3M | -2.6% | -1.6% | -1.1% | +0.2% |
| 6M | +13.0% | -1.5% | +14.4% | +16.4% |
| YTD | -11.7% | -0.1% | -11.7% | -10.9% |
| 1Y | -6.7% | +0.5% | -7.2% | -6.6% |
| 3Y | +40.5% | +30.2% | +10.3% | -3.4% |
| 5Y | +88.2% | +8.6% | +79.6% | +70.1% |
| 10Y | +1,131.0% | +36.9% | +1,094.1% | +853.3% |
| All | +1,131.0% | +36.3% | +1,094.7% | +853.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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