-6.9%
ARES vs SOLS
+37.2%
-44.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -6.5% | +12.7% | +6.6% |
| 7D | +10.5% | -8.8% | +19.3% | +11.2% |
| 30D | +16.8% | -0.6% | +17.5% | +16.3% |
| 3M | -3.2% | -9.0% | +5.8% | -2.8% |
| 6M | +16.4% | -28.7% | +45.1% | +18.4% |
| YTD | -12.4% | +19.2% | -31.5% | -17.5% |
| 1Y | -6.9% | +32.6% | -39.5% | -14.8% |
| All | -6.9% | +37.2% | -44.1% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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