-49.3%
SOUN vs ARES
-18.2%
-31.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.5% |
| 7D | -5.2% | -1.7% | -3.5% | -4.3% |
| 30D | +4.8% | +0.3% | +4.5% | +4.4% |
| 3M | -15.9% | +8.5% | -24.3% | -20.2% |
| 6M | -17.4% | +23.5% | -40.9% | -27.8% |
| YTD | -32.4% | -11.2% | -21.2% | -28.4% |
| 1Y | -49.3% | -19.3% | -30.0% | -47.2% |
| All | -49.3% | -18.2% | -31.1% | -47.2% |
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 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