+42.0%
SOFI vs ARES
+237.7%
-195.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.1% | -0.7% | -1.3% |
| 7D | -2.9% | -2.7% | -0.2% | -0.6% |
| 30D | -4.4% | -2.4% | -2.0% | -2.5% |
| 3M | +5.2% | +3.9% | +1.3% | +1.0% |
| 6M | -7.8% | +26.4% | -34.2% | -25.7% |
| YTD | -33.8% | -14.9% | -18.9% | -27.0% |
| 1Y | -33.3% | -20.4% | -12.9% | -22.7% |
| 3Y | +102.7% | +38.8% | +63.9% | +47.4% |
| 5Y | +10.5% | +97.0% | -86.5% | -40.7% |
| All | +42.0% | +237.7% | -195.6% | -43.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling