+87.6%
SMH vs ARES
-23.8%
+111.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.3% |
| 7D | +0.3% | -6.1% | +6.3% | +1.7% |
| 30D | -2.8% | -7.5% | +4.7% | -1.1% |
| 3M | -6.7% | +0.1% | -6.8% | -6.9% |
| 6M | +41.8% | +30.3% | +11.5% | +32.8% |
| YTD | +57.9% | -16.6% | +74.5% | +64.0% |
| 1Y | +87.6% | -26.1% | +113.7% | +95.7% |
| All | +87.6% | -23.8% | +111.4% | +95.7% |
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