-8.2%
ARES vs SOLS
+17.1%
-25.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.7% | -0.1% | -2.5% |
| 7D | -7.7% | +0.3% | -8.0% | -7.7% |
| 30D | -8.7% | +0.9% | -9.6% | -8.8% |
| 3M | +2.8% | -20.7% | +23.5% | +4.1% |
| 6M | +23.1% | -17.7% | +40.7% | +23.0% |
| YTD | -17.3% | +27.1% | -44.4% | -20.7% |
| All | -8.2% | +17.1% | -25.3% | -12.7% |
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