+97.0%
ARES vs DKS
+15.5%
+81.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.3% |
| 7D | -2.7% | -2.9% | +0.2% | -1.8% |
| 30D | -2.4% | -37.7% | +35.3% | +10.6% |
| 3M | +3.9% | -38.9% | +42.8% | +18.1% |
| 6M | +26.4% | -31.1% | +57.5% | +36.8% |
| YTD | -14.9% | -31.8% | +16.9% | -7.6% |
| 1Y | -20.4% | -38.0% | +17.6% | -11.2% |
| 3Y | +38.8% | +28.6% | +10.2% | +15.6% |
| 5Y | +97.0% | +12.5% | +84.4% | +49.8% |
| All | +97.0% | +15.5% | +81.5% | +49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling