-4.4%
ARES vs SOLS
+25.7%
-30.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.0% |
| 7D | +0.5% | +14.0% | -13.5% | -0.6% |
| 30D | +19.7% | +10.0% | +9.7% | +18.3% |
| 3M | -9.0% | +5.8% | -14.8% | -9.7% |
| 6M | +11.5% | -25.2% | +36.7% | +13.6% |
| YTD | -13.8% | +36.5% | -50.4% | -18.2% |
| 1Y | -5.6% | +45.0% | -50.6% | -11.4% |
| All | -4.4% | +25.7% | -30.1% | -9.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling