-6.9%
ARES vs D
+23.9%
-30.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.4% | +1.7% | +5.6% |
| 7D | +10.5% | +8.5% | +2.0% | +9.7% |
| 30D | +16.8% | +14.3% | +2.5% | +15.9% |
| 3M | -3.2% | +1.8% | -5.0% | -4.9% |
| 6M | +16.4% | +13.0% | +3.4% | +15.8% |
| YTD | -12.4% | +22.7% | -35.1% | -10.1% |
| 1Y | -6.9% | +22.6% | -29.5% | -4.3% |
| All | -6.9% | +23.9% | -30.8% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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