-9.7%
ARES vs D
+15.2%
-24.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.2% |
| 7D | -0.3% | -3.1% | +2.7% | +0.1% |
| 30D | +15.3% | +8.4% | +6.9% | +14.8% |
| 3M | -5.4% | +0.2% | -5.6% | -6.4% |
| 6M | +10.0% | +9.5% | +0.6% | +10.0% |
| YTD | -14.7% | +18.8% | -33.5% | -11.6% |
| 1Y | -9.7% | +14.7% | -24.4% | -7.1% |
| All | -9.7% | +15.2% | -24.8% | -7.1% |
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