-99.8%
SOXS vs ARES
-18.2%
-81.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -1.0% | -9.2% | -10.9% |
| 7D | -7.0% | -1.7% | -5.3% | -8.1% |
| 30D | +2.8% | +0.3% | +2.5% | +3.2% |
| 3M | -9.8% | +8.5% | -18.3% | -1.5% |
| 6M | -99.2% | +23.5% | -122.7% | -98.9% |
| YTD | -99.5% | -11.2% | -88.3% | -99.5% |
| 1Y | -99.8% | -19.3% | -80.5% | -99.7% |
| All | -99.8% | -18.2% | -81.6% | -99.7% |
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