+6.5%
SO vs ARES
-6.7%
+13.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.2% | -2.8% | +1.5% |
| 7D | -1.1% | +5.0% | -6.1% | -0.9% |
| 30D | +8.6% | +19.1% | -10.5% | +9.3% |
| 3M | +1.8% | +3.1% | -1.3% | +1.7% |
| 6M | +3.6% | +12.9% | -9.2% | +4.4% |
| YTD | +9.9% | -10.7% | +20.6% | +9.9% |
| All | +6.5% | -6.7% | +13.2% | +6.0% |
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