+82.7%
ARES vs EMB
+6.6%
+76.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +4.5% | -0.1% | +4.6% | +4.8% |
| 30D | +15.7% | +1.3% | +14.4% | +13.4% |
| 3M | -2.0% | -2.2% | +0.2% | +2.2% |
| 6M | +10.4% | -2.3% | +12.8% | +15.8% |
| YTD | -14.2% | -0.6% | -13.6% | -12.5% |
| 1Y | -7.8% | +0.5% | -8.2% | -7.6% |
| 3Y | +41.4% | +29.4% | +12.0% | -5.2% |
| All | +82.7% | +6.6% | +76.1% | +77.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling