+41.4%
ARES vs DRI
+66.4%
-25.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.5% |
| 7D | +4.5% | +2.8% | +1.7% | +3.7% |
| 30D | +15.7% | +13.3% | +2.5% | +11.4% |
| 3M | -2.0% | +8.2% | -10.2% | -4.7% |
| 6M | +10.4% | +17.5% | -7.1% | +3.9% |
| YTD | -14.2% | +26.9% | -41.1% | -21.8% |
| 1Y | -7.8% | +31.6% | -39.3% | -17.2% |
| 3Y | +41.4% | +67.0% | -25.6% | +26.3% |
| All | +41.4% | +66.4% | -25.0% | +26.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling