-5.6%
ARES vs DKS
-30.6%
+25.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.8% | +0.5% |
| 7D | +0.5% | +6.3% | -5.8% | -0.5% |
| 30D | +19.7% | +9.3% | +10.4% | +18.1% |
| 3M | -9.0% | -25.3% | +16.3% | -5.3% |
| 6M | +11.5% | -29.2% | +40.7% | +16.0% |
| YTD | -13.8% | -22.7% | +8.9% | -12.8% |
| 1Y | -5.6% | -30.1% | +24.5% | -2.3% |
| All | -5.6% | -30.6% | +25.0% | -2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 1y: compounded portfolio wealth divided by compounded DKS 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…
1y analysis · Full analysis span regression · 6 months rolling