+36.1%
ARES vs DAR
+33.7%
+2.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.8% |
| 7D | +0.5% | +11.6% | -11.1% | -1.1% |
| 30D | +19.7% | -10.2% | +29.9% | +21.4% |
| 3M | -9.0% | -14.8% | +5.9% | -7.1% |
| 6M | +11.5% | -10.1% | +21.6% | +12.4% |
| YTD | -13.8% | +55.5% | -69.4% | -22.7% |
| 1Y | -5.6% | +61.7% | -67.3% | -16.1% |
| 3Y | +36.1% | +37.2% | -1.1% | +17.8% |
| All | +36.1% | +33.7% | +2.4% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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