-8.8%
SMCI vs ARES
-23.8%
+15.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +6.9% |
| 7D | +1.3% | -6.1% | +7.4% | +4.6% |
| 30D | +6.6% | -7.5% | +14.1% | +11.0% |
| 3M | +25.4% | +0.1% | +25.3% | +25.0% |
| 6M | +26.1% | +30.3% | -4.1% | +12.2% |
| YTD | +37.0% | -16.6% | +53.6% | +45.4% |
| 1Y | -8.8% | -26.1% | +17.3% | -5.3% |
| All | -8.8% | -23.8% | +15.0% | -5.3% |
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 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