-71.4%
SOUN vs ARES
-9.0%
-62.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.1% | -1.3% | +1.5% |
| 7D | -2.7% | +10.5% | -13.2% | -8.2% |
| 30D | -26.5% | +16.8% | -43.4% | -32.9% |
| 3M | -33.6% | -3.2% | -30.4% | -32.7% |
| 6M | -54.4% | +16.4% | -70.8% | -59.0% |
| YTD | -56.7% | -12.4% | -44.3% | -52.9% |
| 1Y | -71.4% | -6.9% | -64.6% | -72.1% |
| All | -71.4% | -9.0% | -62.5% | -72.1% |
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