+104.3%
DAL vs ARES
+1,112.4%
-1,008.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.9% |
| 7D | -1.1% | +0.5% | -1.6% | -1.2% |
| 30D | +12.8% | +19.7% | -6.8% | +3.1% |
| 3M | -5.3% | -9.0% | +3.7% | -0.7% |
| 6M | +22.4% | +11.5% | +10.8% | +14.4% |
| YTD | +25.6% | -13.8% | +39.4% | +31.5% |
| 1Y | +45.5% | -5.6% | +51.1% | +44.7% |
| 3Y | +161.0% | +36.1% | +124.8% | +110.5% |
| 5Y | +112.2% | +82.7% | +29.6% | +42.6% |
| All | +104.3% | +1,112.4% | -1,008.1% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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