+58.4%
DAL vs ARES
-6.7%
+65.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.2% | +1.1% | +3.7% |
| 7D | +10.0% | +5.0% | +5.1% | +8.1% |
| 30D | +12.0% | +19.1% | -7.0% | +5.2% |
| 3M | +0.8% | +3.1% | -2.3% | -0.7% |
| 6M | +26.2% | +12.9% | +13.3% | +20.3% |
| YTD | +33.7% | -10.7% | +44.3% | +35.5% |
| All | +58.4% | -6.7% | +65.1% | +56.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling