-6.9%
ARES vs DRI
+34.0%
-40.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.1% | +1.0% | +4.9% |
| 7D | +10.5% | +6.5% | +4.0% | +9.0% |
| 30D | +16.8% | +16.4% | +0.4% | +13.3% |
| 3M | -3.2% | +13.6% | -16.9% | -6.2% |
| 6M | +16.4% | +22.0% | -5.6% | +10.3% |
| YTD | -12.4% | +29.3% | -41.7% | -17.5% |
| 1Y | -6.9% | +32.0% | -38.9% | -12.3% |
| All | -6.9% | +34.0% | -40.9% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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