+12.6%
SOFI vs ARES
+90.2%
-77.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | +1.7% |
| 7D | -7.0% | -7.7% | +0.7% | -0.5% |
| 30D | -4.3% | -8.7% | +4.4% | +3.5% |
| 3M | +8.4% | +2.8% | +5.6% | +4.6% |
| 6M | -5.9% | +23.1% | -29.0% | -23.5% |
| YTD | -34.3% | -17.3% | -17.0% | -25.4% |
| 1Y | -32.6% | -24.3% | -8.3% | -17.7% |
| 3Y | +101.3% | +34.9% | +66.4% | +43.4% |
| 5Y | +12.6% | +93.5% | -80.9% | -42.2% |
| All | +12.6% | +90.2% | -77.7% | -42.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling