-6.9%
ARES vs SIMO
+94.5%
-101.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -9.6% | +15.7% | +6.2% |
| 7D | +10.5% | -16.9% | +27.4% | +10.7% |
| 30D | +16.8% | -35.4% | +52.2% | +17.8% |
| 3M | -3.2% | -31.9% | +28.6% | -2.7% |
| 6M | +16.4% | -19.3% | +35.7% | +14.8% |
| YTD | -12.4% | +98.5% | -110.9% | -23.4% |
| 1Y | -6.9% | +100.5% | -107.4% | -18.6% |
| All | -6.9% | +94.5% | -101.3% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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