-2.7%
SMCI vs ARES
-18.2%
+15.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.5% | +5.0% |
| 7D | +6.8% | -1.7% | +8.4% | +7.6% |
| 30D | +30.6% | +0.3% | +30.3% | +30.2% |
| 3M | -15.6% | +8.5% | -24.1% | -18.9% |
| 6M | +21.3% | +23.5% | -2.2% | +10.3% |
| YTD | +35.3% | -11.2% | +46.5% | +39.0% |
| 1Y | -2.7% | -19.3% | +16.6% | -3.1% |
| All | -2.7% | -18.2% | +15.5% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 1y: compounded portfolio wealth divided by compounded ARES 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…
1y analysis · Full analysis span regression · 6 months rolling