+1,131.0%
ARES vs SIMO
+453.3%
+677.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.7% | -9.8% | -2.6% |
| 7D | +0.8% | +0.9% | -0.2% | +0.3% |
| 30D | +16.7% | -25.4% | +42.1% | +21.3% |
| 3M | -2.6% | -17.8% | +15.1% | -2.1% |
| 6M | +13.0% | -29.6% | +42.5% | +13.5% |
| YTD | -11.7% | +100.3% | -112.0% | -33.5% |
| 1Y | -6.7% | +100.4% | -107.1% | -29.8% |
| 3Y | +40.5% | +246.1% | -205.6% | -10.7% |
| 5Y | +88.2% | +189.8% | -101.6% | +20.2% |
| 10Y | +1,131.0% | +434.6% | +696.4% | +520.5% |
| All | +1,131.0% | +453.3% | +677.7% | +520.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling