+55.8%
DOCS vs ARES
+37.2%
+18.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -2.0% | -3.4% |
| 7D | -1.3% | +4.9% | -6.2% | -3.0% |
| 30D | +19.4% | +13.6% | +5.8% | +13.9% |
| 3M | +53.4% | -3.3% | +56.7% | +55.1% |
| 6M | +28.8% | +11.0% | +17.7% | +22.1% |
| YTD | -25.1% | -14.4% | -10.7% | -21.3% |
| 1Y | -48.1% | -9.1% | -39.0% | -47.4% |
| All | +55.8% | +37.2% | +18.6% | +37.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling