+52.5%
SOXX vs ARES
-9.0%
+61.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +6.1% | -9.3% | -4.3% |
| 7D | -13.7% | +10.5% | -24.2% | -15.6% |
| 30D | -23.6% | +16.8% | -40.4% | -26.3% |
| 3M | -16.9% | -3.2% | -13.6% | -16.2% |
| 6M | -2.4% | +16.4% | -18.8% | -5.9% |
| YTD | +49.8% | -12.4% | +62.2% | +55.3% |
| 1Y | +52.5% | -6.9% | +59.4% | +50.3% |
| All | +52.5% | -9.0% | +61.5% | +50.3% |
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