+36.1%
ARES vs EME
+216.1%
-180.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.2% |
| 7D | +0.5% | +8.4% | -7.9% | -2.4% |
| 30D | +19.7% | -11.5% | +31.2% | +24.0% |
| 3M | -9.0% | -20.6% | +11.7% | -2.1% |
| 6M | +11.5% | -28.5% | +40.0% | +24.8% |
| YTD | -13.8% | +8.0% | -21.8% | -21.8% |
| 1Y | -5.6% | +6.8% | -12.3% | -14.0% |
| 3Y | +36.1% | +213.9% | -177.8% | -28.5% |
| All | +36.1% | +216.1% | -180.0% | -28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling