+961.2%
ARES vs SCCO
+1,104.1%
-142.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -6.1% | -2.7% | -3.4% | -5.3% |
| 30D | -7.5% | -0.7% | -6.8% | -7.8% |
| 3M | +0.1% | +8.1% | -8.0% | -3.6% |
| 6M | +30.3% | +4.1% | +26.2% | +25.4% |
| YTD | -16.6% | +41.1% | -57.7% | -30.1% |
| 1Y | -26.1% | +95.6% | -121.7% | -46.0% |
| 3Y | +36.4% | +179.3% | -142.8% | -17.3% |
| 5Y | +95.0% | +308.3% | -213.3% | -2.9% |
| All | +961.2% | +1,104.1% | -142.9% | +192.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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