-11.2%
AXP vs ARES
-8.8%
-2.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | +0.6% | +4.5% | -4.0% | -0.7% |
| 30D | +5.8% | +15.7% | -9.9% | +1.7% |
| 3M | -6.0% | -2.0% | -4.0% | -5.8% |
| 6M | +0.3% | +10.4% | -10.1% | -3.0% |
| YTD | -12.3% | -14.2% | +2.0% | -8.6% |
| 1Y | -11.2% | -7.8% | -3.5% | -13.9% |
| All | -11.2% | -8.8% | -2.5% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 1y: compounded portfolio wealth divided by compounded ARES 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…
1y analysis · Full analysis span regression · 6 months rolling