+83.3%
ARES vs DECK
+25.8%
+57.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.7% | -1.7% |
| 7D | +4.9% | +6.0% | -1.1% | +2.7% |
| 30D | +13.6% | +7.4% | +6.1% | +10.5% |
| 3M | -3.3% | -11.7% | +8.3% | +1.0% |
| 6M | +11.0% | -11.0% | +22.0% | +15.0% |
| YTD | -14.4% | -15.4% | +1.0% | -10.5% |
| 1Y | -9.1% | +7.2% | -16.4% | -13.5% |
| 3Y | +37.1% | -11.8% | +49.0% | +23.5% |
| 5Y | +83.3% | +24.3% | +59.0% | +25.6% |
| All | +83.3% | +25.8% | +57.5% | +25.6% |
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