-38.0%
DOCS vs ARES
+176.6%
-214.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.2% | -3.1% | -1.1% |
| 7D | 0.0% | +5.0% | -5.0% | -2.5% |
| 30D | +7.8% | +19.1% | -11.3% | -1.9% |
| 3M | +20.0% | +3.1% | +16.9% | +17.8% |
| 6M | +26.5% | +12.9% | +13.7% | +15.7% |
| YTD | -25.8% | -10.7% | -15.1% | -24.0% |
| 1Y | -39.5% | -5.5% | -33.9% | -40.4% |
| 3Y | +60.3% | +45.0% | +15.3% | +9.2% |
| 5Y | -57.0% | +87.4% | -144.4% | -77.2% |
| All | -38.0% | +176.6% | -214.6% | -70.9% |
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 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