+95.5%
ARES vs SOXQ
+258.1%
-162.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | -0.2% |
| 7D | -6.1% | +0.8% | -6.8% | -6.5% |
| 30D | -7.5% | -4.6% | -3.0% | -5.5% |
| 3M | +0.1% | -10.2% | +10.3% | +3.2% |
| 6M | +30.3% | +49.7% | -19.4% | -3.2% |
| YTD | -16.6% | +67.2% | -83.9% | -42.3% |
| 1Y | -26.1% | +98.0% | -124.1% | -54.6% |
| 3Y | +36.4% | +237.2% | -200.7% | -44.3% |
| All | +95.5% | +258.1% | -162.6% | -27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling