+82.8%
ARES vs SIMO
+170.3%
-87.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.6% | +6.6% | +1.8% |
| 7D | +0.5% | +4.1% | -3.6% | -0.2% |
| 30D | +19.7% | -24.0% | +43.6% | +23.0% |
| 3M | -9.0% | -31.8% | +22.8% | -6.0% |
| 6M | +11.5% | -36.9% | +48.4% | +13.8% |
| YTD | -13.8% | +84.8% | -98.7% | -34.4% |
| 1Y | -5.6% | +99.0% | -104.6% | -29.7% |
| 3Y | +36.1% | +217.9% | -181.8% | -13.9% |
| All | +82.8% | +170.3% | -87.5% | +21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling