+105.8%
DAL vs ARES
+105.6%
+0.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +2.3% |
| 7D | +0.1% | -1.7% | +1.8% | +1.0% |
| 30D | -13.9% | +0.3% | -14.2% | -14.2% |
| 3M | +1.1% | +8.5% | -7.4% | -4.3% |
| 6M | +26.2% | +23.5% | +2.8% | +10.1% |
| YTD | +16.4% | -11.2% | +27.7% | +20.7% |
| 1Y | +33.9% | -19.3% | +53.1% | +45.7% |
| 3Y | +93.4% | +48.7% | +44.7% | +43.2% |
| All | +105.8% | +105.6% | +0.2% | +20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling