+106.6%
ARES vs DAR
-11.0%
+117.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.7% |
| 7D | -1.7% | +1.4% | -3.0% | -2.1% |
| 30D | +0.3% | +12.8% | -12.5% | -3.6% |
| 3M | +8.5% | +7.4% | +1.1% | +5.4% |
| 6M | +23.5% | +22.3% | +1.2% | +14.3% |
| YTD | -11.2% | +81.1% | -92.3% | -27.8% |
| 1Y | -19.3% | +106.5% | -125.8% | -37.8% |
| 3Y | +48.7% | +5.3% | +43.4% | +41.8% |
| All | +106.6% | -11.0% | +117.6% | +101.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling