+41.4%
ARES vs D
+79.5%
-38.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.4% |
| 7D | +4.5% | +3.0% | +1.6% | +4.1% |
| 30D | +15.7% | +11.5% | +4.3% | +14.1% |
| 3M | -2.0% | +3.7% | -5.7% | -2.7% |
| 6M | +10.4% | +13.5% | -3.1% | +8.6% |
| YTD | -14.2% | +20.7% | -35.0% | -16.5% |
| 1Y | -7.8% | +18.2% | -26.0% | -10.0% |
| 3Y | +41.4% | +73.3% | -31.9% | +36.3% |
| All | +41.4% | +79.5% | -38.1% | +36.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling