+122.8%
DAL vs ARES
+1,191.6%
-1,068.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.1% |
| 7D | +8.8% | +4.5% | +4.2% | +6.5% |
| 30D | +5.4% | +15.7% | -10.4% | -2.1% |
| 3M | -4.9% | -2.0% | -2.9% | -4.2% |
| 6M | +19.8% | +10.4% | +9.4% | +12.6% |
| YTD | +27.0% | -14.2% | +41.2% | +33.1% |
| 1Y | +52.5% | -7.8% | +60.2% | +53.4% |
| 3Y | +173.8% | +41.4% | +132.5% | +116.9% |
| 5Y | +104.5% | +83.7% | +20.9% | +37.4% |
| All | +122.8% | +1,191.6% | -1,068.8% | -19.6% |
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