+1,150.8%
ARES vs SONY
+611.3%
+539.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.2% | +3.1% | +0.5% |
| 7D | -0.3% | -5.2% | +4.8% | +1.7% |
| 30D | +1.3% | +0.3% | +1.0% | +1.0% |
| 3M | +10.4% | +6.2% | +4.1% | +7.0% |
| 6M | +29.0% | +9.5% | +19.5% | +22.9% |
| YTD | -12.2% | -8.1% | -4.1% | -10.3% |
| 1Y | -18.4% | -17.9% | -0.5% | -13.2% |
| 3Y | +43.2% | +41.5% | +1.7% | +21.8% |
| 5Y | +102.6% | +11.8% | +90.8% | +85.7% |
| 10Y | +1,029.6% | +275.4% | +754.2% | +673.0% |
| All | +1,150.8% | +611.3% | +539.6% | +717.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling