+1,214.3%
ARES vs DOC
+14.9%
+1,199.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.0% | -2.2% |
| 7D | +4.9% | +6.2% | -1.3% | +2.4% |
| 30D | +13.6% | +6.5% | +7.1% | +10.7% |
| 3M | -3.3% | -6.2% | +2.9% | -0.8% |
| 6M | +11.0% | +25.6% | -14.6% | -0.4% |
| YTD | -14.4% | +32.1% | -46.5% | -24.9% |
| 1Y | -9.1% | +20.3% | -29.4% | -17.2% |
| 3Y | +37.1% | +42.7% | -5.6% | +13.8% |
| 5Y | +83.3% | -22.2% | +105.5% | +96.7% |
| All | +1,214.3% | +14.9% | +1,199.4% | +1,132.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling