+39.3%
ARES vs DKS
+27.5%
+11.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.3% |
| 7D | -2.7% | -2.9% | +0.2% | -2.0% |
| 30D | -2.4% | -37.7% | +35.3% | +9.1% |
| 3M | +3.9% | -38.9% | +42.8% | +16.5% |
| 6M | +26.4% | -31.1% | +57.5% | +35.1% |
| YTD | -14.9% | -31.8% | +16.9% | -8.6% |
| 1Y | -20.4% | -38.0% | +17.6% | -12.3% |
| All | +39.3% | +27.5% | +11.7% | +32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling