+99.0%
ARES vs SONY
+8.4%
+90.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.9% |
| 7D | -2.7% | -4.9% | +2.2% | -0.3% |
| 30D | -2.4% | -1.6% | -0.8% | -1.8% |
| 3M | +3.9% | +10.0% | -6.1% | -1.8% |
| 6M | +26.4% | +8.4% | +18.0% | +19.2% |
| YTD | -14.9% | -8.4% | -6.4% | -12.1% |
| 1Y | -20.4% | -18.4% | -2.1% | -12.9% |
| 3Y | +38.8% | +41.0% | -2.2% | +8.4% |
| All | +99.0% | +8.4% | +90.6% | +75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 5y: compounded portfolio wealth divided by compounded SONY 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…
5y analysis · Full analysis span regression · 6 months rolling