+1,770.3%
SMCI vs ARES
+979.8%
+790.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +6.8% |
| 7D | +1.3% | -6.1% | +7.4% | +5.1% |
| 30D | +6.6% | -7.5% | +14.1% | +11.6% |
| 3M | +25.4% | +0.1% | +25.3% | +24.1% |
| 6M | +26.1% | +30.3% | -4.1% | +7.5% |
| YTD | +37.0% | -16.6% | +53.6% | +49.7% |
| 1Y | -8.8% | -26.1% | +17.3% | +6.0% |
| 3Y | +44.6% | +36.4% | +8.2% | +21.2% |
| 5Y | +995.9% | +95.0% | +901.0% | +663.5% |
| All | +1,770.3% | +979.8% | +790.5% | +674.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling