+188.0%
SOUN vs ARES
+38.2%
+149.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | +1.3% |
| 7D | -4.4% | -2.7% | -1.8% | -2.2% |
| 30D | -13.1% | -2.4% | -10.7% | -11.6% |
| 3M | -7.7% | +3.9% | -11.6% | -12.6% |
| 6M | -21.2% | +26.4% | -47.6% | -38.9% |
| YTD | -35.0% | -14.9% | -20.1% | -26.6% |
| 1Y | -56.4% | -20.4% | -36.0% | -48.0% |
| All | +188.0% | +38.2% | +149.8% | +97.6% |
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