+1,101.7%
ARES vs EMB
+36.5%
+1,065.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.3% |
| 7D | +0.5% | -0.9% | +1.4% | +1.9% |
| 30D | +19.7% | +0.4% | +19.3% | +19.3% |
| 3M | -9.0% | -3.1% | -5.9% | -4.1% |
| 6M | +11.5% | -2.1% | +13.6% | +16.0% |
| YTD | -13.8% | -1.1% | -12.7% | -11.6% |
| 1Y | -5.6% | -0.1% | -5.5% | -4.6% |
| 3Y | +36.1% | +29.6% | +6.5% | -5.6% |
| 5Y | +82.7% | +7.2% | +75.5% | +68.3% |
| All | +1,101.7% | +36.5% | +1,065.2% | +850.5% |
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