+445.3%
SPCX vs ARES
-7.3%
+452.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | +6.3% |
| 7D | +2.8% | +0.8% | +2.1% | -8.1% |
| 30D | -14.5% | +16.7% | -31.2% | -89.0% |
| 3M | +4.8% | -2.6% | +7.5% | -64.7% |
| 6M | +535.8% | +36.9% | +498.9% | -87.5% |
| YTD | +541.5% | -11.7% | +553.2% | -87.5% |
| All | +445.3% | -7.3% | +452.6% | -89.4% |
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