+93.4%
SOFI vs ARES
+34.3%
+59.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | +1.5% |
| 7D | -7.0% | -7.7% | +0.7% | -0.9% |
| 30D | -4.3% | -8.7% | +4.4% | +2.9% |
| 3M | +8.4% | +2.8% | +5.6% | +5.1% |
| 6M | -5.9% | +23.1% | -29.0% | -22.2% |
| YTD | -34.3% | -17.3% | -17.0% | -24.8% |
| 1Y | -32.6% | -24.3% | -8.3% | -17.1% |
| All | +93.4% | +34.3% | +59.1% | +46.8% |
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