+773.0%
ARES vs DBX
+20.1%
+752.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.5% | -0.1% |
| 7D | -1.7% | -2.4% | +0.8% | -0.8% |
| 30D | +0.3% | -0.5% | +0.8% | +0.4% |
| 3M | +8.5% | +28.1% | -19.6% | -1.3% |
| 6M | +23.5% | +33.1% | -9.6% | +9.6% |
| YTD | -11.2% | +25.3% | -36.5% | -19.4% |
| 1Y | -19.3% | +18.3% | -37.6% | -25.6% |
| 3Y | +48.7% | +25.0% | +23.6% | +30.7% |
| 5Y | +106.5% | +7.5% | +99.0% | +84.3% |
| All | +773.0% | +20.1% | +752.9% | +559.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 all: compounded portfolio wealth divided by compounded DBX 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…
all analysis · Full analysis span regression · 6 months rolling