+280.0%
EMR vs ARES
+1,270.2%
-990.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.0% | -1.1% |
| 7D | +0.7% | +8.1% | -7.4% | -2.4% |
| 30D | +3.5% | +18.9% | -15.4% | -3.6% |
| 3M | +5.9% | +2.3% | +3.6% | +4.5% |
| 6M | +19.4% | +12.7% | +6.7% | +12.8% |
| YTD | +27.7% | -10.8% | +38.4% | +30.3% |
| 1Y | +30.9% | -5.3% | +36.2% | +30.1% |
| 3Y | +104.2% | +42.0% | +62.1% | +69.2% |
| 5Y | +89.6% | +88.3% | +1.3% | +35.3% |
| 10Y | +280.0% | +1,148.2% | -868.2% | +49.8% |
| All | +280.0% | +1,270.2% | -990.2% | +49.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling