+192.9%
SO vs ARES
+1,100.6%
-907.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.3% | +1.9% | -1.0% |
| 7D | -0.9% | -0.3% | -0.6% | -0.9% |
| 30D | +4.9% | +15.3% | -10.3% | +2.7% |
| 3M | +0.8% | -5.4% | +6.1% | +1.4% |
| 6M | +0.6% | +10.0% | -9.5% | -1.4% |
| YTD | +8.7% | -14.7% | +23.3% | +10.1% |
| 1Y | +4.0% | -9.7% | +13.6% | +4.1% |
| 3Y | +50.6% | +35.8% | +14.8% | +33.7% |
| 5Y | +77.5% | +80.9% | -3.4% | +43.4% |
| All | +192.9% | +1,100.6% | -907.7% | +73.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling