+35.4%
ARES vs SOXQ
+227.1%
-191.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.6% | -0.1% | -1.7% |
| 7D | -7.7% | +2.3% | -10.0% | -8.6% |
| 30D | -8.7% | -3.9% | -4.8% | -7.4% |
| 3M | +2.8% | -4.7% | +7.6% | +2.3% |
| 6M | +23.1% | +47.9% | -24.8% | -4.5% |
| YTD | -17.3% | +64.3% | -81.6% | -39.5% |
| 1Y | -24.3% | +95.7% | -120.0% | -50.3% |
| All | +35.4% | +227.1% | -191.7% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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