+125.6%
DAL vs ARES
+1,270.2%
-1,144.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.6% | +0.5% |
| 7D | +10.7% | +8.1% | +2.6% | +6.5% |
| 30D | +12.5% | +18.9% | -6.4% | +3.1% |
| 3M | +3.6% | +2.3% | +1.3% | +2.2% |
| 6M | +26.7% | +12.7% | +14.0% | +17.9% |
| YTD | +34.3% | -10.8% | +45.0% | +38.0% |
| 1Y | +59.1% | -5.3% | +64.5% | +58.0% |
| 3Y | +179.9% | +42.0% | +137.8% | +120.8% |
| 5Y | +119.1% | +88.3% | +30.9% | +44.9% |
| 10Y | +125.6% | +1,148.2% | -1,022.6% | -19.0% |
| All | +125.6% | +1,270.2% | -1,144.6% | -19.0% |
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