+55.9%
SOXL vs ARES
-9.0%
+64.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.1% | -15.0% | -12.3% |
| 7D | -37.9% | +10.5% | -48.4% | -42.3% |
| 30D | -59.4% | +16.8% | -76.2% | -64.0% |
| 3M | -52.3% | -3.2% | -49.1% | -51.7% |
| 6M | -47.7% | +16.4% | -64.1% | -52.9% |
| YTD | +58.8% | -12.4% | +71.2% | +79.7% |
| 1Y | +55.9% | -6.9% | +62.8% | +53.3% |
| All | +55.9% | -9.0% | +64.8% | +53.3% |
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 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