+44.4%
ARES vs DECK
-11.0%
+55.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +6.0% | +0.2% | +4.3% |
| 7D | +10.5% | +10.4% | +0.2% | +7.3% |
| 30D | +16.8% | +11.1% | +5.7% | +13.1% |
| 3M | -3.2% | -10.8% | +7.5% | -0.1% |
| 6M | +16.4% | -8.7% | +25.2% | +19.0% |
| YTD | -12.4% | -14.0% | +1.6% | -9.4% |
| 1Y | -6.9% | +12.0% | -18.9% | -11.2% |
| All | +44.4% | -11.0% | +55.4% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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