-47.3%
DOCS vs ARES
-9.0%
-38.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.1% | +0.2% | +5.0% |
| 7D | +1.2% | +10.5% | -9.3% | -0.9% |
| 30D | +21.3% | +16.8% | +4.5% | +17.4% |
| 3M | +58.4% | -3.2% | +61.6% | +58.9% |
| 6M | +39.3% | +16.4% | +22.9% | +34.6% |
| YTD | -21.7% | -12.4% | -9.3% | -20.6% |
| 1Y | -47.3% | -6.9% | -40.5% | -50.0% |
| All | -47.3% | -9.0% | -38.4% | -50.0% |
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 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