+35.4%
ARES vs EME
+237.6%
-202.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.5% |
| 7D | -7.7% | +0.9% | -8.6% | -8.0% |
| 30D | -8.7% | -8.4% | -0.3% | -5.9% |
| 3M | +2.8% | -3.6% | +6.4% | +2.9% |
| 6M | +23.1% | +3.6% | +19.5% | +18.4% |
| YTD | -17.3% | +22.5% | -39.8% | -27.3% |
| 1Y | -24.3% | +18.2% | -42.5% | -34.2% |
| All | +35.4% | +237.6% | -202.3% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 2023-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded EME 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling