+106.6%
ARES vs DECK
+25.5%
+81.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.5% | -1.5% |
| 7D | -1.7% | -2.2% | +0.6% | -0.9% |
| 30D | +0.3% | -13.6% | +13.9% | +5.5% |
| 3M | +8.5% | -21.2% | +29.7% | +17.7% |
| 6M | +23.5% | -21.1% | +44.6% | +33.4% |
| YTD | -11.2% | -17.2% | +6.0% | -6.5% |
| 1Y | -19.3% | -30.7% | +11.5% | -10.0% |
| 3Y | +48.7% | -3.4% | +52.0% | +28.7% |
| All | +106.6% | +25.5% | +81.1% | +34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling