+44.6%
DAL vs ARES
-10.4%
+55.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.3% | -1.9% | -3.9% |
| 7D | +1.4% | -0.3% | +1.7% | +1.6% |
| 30D | +9.1% | +15.3% | -6.2% | +3.9% |
| 3M | -3.5% | -5.4% | +1.9% | -1.9% |
| 6M | +23.4% | +10.0% | +13.4% | +19.0% |
| YTD | +26.0% | -14.7% | +40.7% | +30.1% |
| 1Y | +44.6% | -9.7% | +54.3% | +45.2% |
| All | +44.6% | -10.4% | +55.1% | +45.2% |
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