+1,164.6%
ARES vs DKS
+263.4%
+901.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.9% |
| 7D | -1.7% | +3.0% | -4.7% | -2.4% |
| 30D | +0.3% | -30.5% | +30.8% | +7.7% |
| 3M | +8.5% | -35.7% | +44.2% | +18.8% |
| 6M | +23.5% | -29.7% | +53.2% | +31.4% |
| YTD | -11.2% | -28.9% | +17.6% | -5.8% |
| 1Y | -19.3% | -35.9% | +16.6% | -12.4% |
| 3Y | +48.7% | +28.2% | +20.5% | +32.4% |
| 5Y | +106.5% | +11.8% | +94.7% | +81.5% |
| 10Y | +1,055.3% | +211.6% | +843.7% | +612.3% |
| All | +1,164.6% | +263.4% | +901.2% | +627.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling