-6.7%
ARES vs SM
+72.9%
-79.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.6% | -6.6% | -0.6% |
| 7D | +0.8% | +0.3% | +0.4% | +0.8% |
| 30D | +16.7% | -17.3% | +34.0% | +15.1% |
| 3M | -2.6% | -3.6% | +1.0% | -3.2% |
| 6M | +13.0% | +2.9% | +10.1% | +11.9% |
| YTD | -11.7% | +70.2% | -81.9% | -22.7% |
| 1Y | -6.7% | +66.5% | -73.2% | -17.3% |
| All | -6.7% | +72.9% | -79.6% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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