+95.5%
ARES vs SIRI
-41.5%
+137.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.6% |
| 7D | -6.1% | +0.6% | -6.6% | -6.2% |
| 30D | -7.5% | +2.5% | -10.0% | -8.0% |
| 3M | +0.1% | +6.6% | -6.5% | -1.2% |
| 6M | +30.3% | +32.9% | -2.6% | +23.4% |
| YTD | -16.6% | +50.5% | -67.1% | -23.1% |
| 1Y | -26.1% | +28.0% | -54.1% | -29.9% |
| 3Y | +36.4% | -22.4% | +58.8% | +34.4% |
| All | +95.5% | -41.5% | +137.0% | +112.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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