+157.1%
SPMO vs ARES
+35.4%
+121.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.2% | +0.3% |
| 7D | -0.9% | -6.1% | +5.1% | +1.0% |
| 30D | -1.9% | -7.5% | +5.6% | +0.3% |
| 3M | -1.4% | +0.1% | -1.5% | -2.0% |
| 6M | +25.5% | +30.3% | -4.8% | +13.5% |
| YTD | +24.8% | -16.6% | +41.5% | +31.2% |
| 1Y | +24.5% | -26.1% | +50.6% | +36.8% |
| 3Y | +157.1% | +36.4% | +120.7% | +119.4% |
| All | +157.1% | +35.4% | +121.8% | +119.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling