+107.5%
SOXX vs ARES
-23.8%
+131.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.7% |
| 7D | +1.4% | -6.1% | +7.5% | +2.9% |
| 30D | -3.6% | -7.5% | +3.9% | -1.9% |
| 3M | -10.2% | +0.1% | -10.3% | -10.4% |
| 6M | +54.2% | +30.3% | +24.0% | +44.2% |
| YTD | +75.2% | -16.6% | +91.8% | +82.2% |
| 1Y | +107.5% | -26.1% | +133.6% | +116.4% |
| All | +107.5% | -23.8% | +131.3% | +116.4% |
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