+35.4%
ARES vs SCCO
+178.0%
-142.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -7.2% | +4.4% | -1.2% |
| 7D | -7.7% | -2.7% | -5.0% | -7.2% |
| 30D | -8.7% | -0.2% | -8.5% | -9.0% |
| 3M | +2.8% | +17.8% | -14.9% | -1.6% |
| 6M | +23.1% | +2.3% | +20.8% | +20.8% |
| YTD | -17.3% | +41.6% | -58.9% | -27.2% |
| 1Y | -24.3% | +101.9% | -126.2% | -40.9% |
| All | +35.4% | +178.0% | -142.6% | -6.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling