+82.7%
ARES vs D
+12.5%
+70.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.6% |
| 7D | +4.5% | +3.0% | +1.6% | +3.8% |
| 30D | +15.7% | +11.5% | +4.3% | +12.5% |
| 3M | -2.0% | +3.7% | -5.7% | -3.0% |
| 6M | +10.4% | +13.5% | -3.1% | +6.6% |
| YTD | -14.2% | +20.7% | -35.0% | -18.9% |
| 1Y | -7.8% | +18.2% | -26.0% | -12.4% |
| 3Y | +41.4% | +73.3% | -31.9% | +16.2% |
| All | +82.7% | +12.5% | +70.2% | +89.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling