+1,818.7%
SMCI vs ARES
+1,142.5%
+676.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -1.6% |
| 7D | +5.2% | -2.7% | +7.9% | +6.8% |
| 30D | +23.7% | -2.4% | +26.1% | +25.2% |
| 3M | -4.2% | +3.9% | -8.1% | -6.7% |
| 6M | +21.7% | +26.4% | -4.7% | +6.4% |
| YTD | +33.0% | -14.9% | +47.9% | +43.0% |
| 1Y | -9.3% | -20.4% | +11.1% | +0.3% |
| 3Y | +38.7% | +38.8% | -0.1% | +17.0% |
| 5Y | +967.2% | +97.0% | +870.2% | +660.2% |
| 10Y | +1,745.9% | +999.8% | +746.1% | +626.7% |
| All | +1,818.7% | +1,142.5% | +676.2% | +616.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling