+1,150.8%
ARES vs SIRI
+13.0%
+1,137.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.9% |
| 7D | -0.3% | +4.3% | -4.6% | -1.6% |
| 30D | +1.3% | -2.8% | +4.1% | +1.9% |
| 3M | +10.4% | +5.9% | +4.4% | +8.3% |
| 6M | +29.0% | +31.9% | -2.9% | +18.7% |
| YTD | -12.2% | +48.7% | -60.8% | -22.3% |
| 1Y | -18.4% | +23.2% | -41.7% | -24.2% |
| 3Y | +43.2% | -23.9% | +67.1% | +42.5% |
| 5Y | +102.6% | -43.4% | +146.0% | +110.0% |
| 10Y | +1,029.6% | -13.6% | +1,043.2% | +879.2% |
| All | +1,150.8% | +13.0% | +1,137.8% | +919.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling