+88.9%
SMR vs ARES
+47.3%
+41.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -1.1% | +16.3% | +16.2% |
| 7D | +21.4% | -0.3% | +21.7% | +21.5% |
| 30D | +13.8% | +1.3% | +12.6% | +12.8% |
| 3M | +3.9% | +10.4% | -6.5% | -6.2% |
| 6M | -4.2% | +29.0% | -33.2% | -24.5% |
| YTD | -21.1% | -12.2% | -8.9% | -12.5% |
| 1Y | -67.1% | -18.4% | -48.6% | -61.2% |
| 3Y | +88.9% | +43.2% | +45.7% | +37.8% |
| All | +88.9% | +47.3% | +41.6% | +37.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling