+30.9%
EMR vs ARES
-6.8%
+37.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.0% | -1.1% |
| 7D | +0.7% | +8.1% | -7.4% | -1.6% |
| 30D | +3.5% | +18.9% | -15.4% | -1.8% |
| 3M | +5.9% | +2.3% | +3.6% | +5.0% |
| 6M | +19.4% | +12.7% | +6.7% | +14.9% |
| YTD | +27.7% | -10.8% | +38.4% | +32.3% |
| 1Y | +30.9% | -5.3% | +36.2% | +33.3% |
| All | +30.9% | -6.8% | +37.7% | +33.3% |
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