-79.9%
SMR vs ARES
-7.5%
-72.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.0% | -4.3% | -4.0% |
| 7D | -8.3% | +0.5% | -8.7% | -8.4% |
| 30D | -20.1% | +19.7% | -39.7% | -30.2% |
| 3M | -52.7% | -9.0% | -43.7% | -49.3% |
| 6M | -61.0% | +11.5% | -72.6% | -64.1% |
| YTD | -67.1% | -13.8% | -53.3% | -63.2% |
| 1Y | -79.9% | -5.6% | -74.3% | -78.6% |
| All | -79.9% | -7.5% | -72.3% | -78.6% |
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