-51.1%
DOCS vs ARES
+81.8%
-132.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -2.0% | -3.1% |
| 7D | -1.3% | +4.9% | -6.2% | -3.8% |
| 30D | +19.4% | +13.6% | +5.8% | +11.5% |
| 3M | +53.4% | -3.3% | +56.7% | +55.7% |
| 6M | +28.8% | +11.0% | +17.7% | +18.7% |
| YTD | -25.1% | -14.4% | -10.7% | -21.4% |
| 1Y | -48.1% | -9.1% | -39.0% | -48.0% |
| 3Y | +51.4% | +37.1% | +14.3% | +5.8% |
| 5Y | -51.1% | +83.3% | -134.4% | -72.3% |
| All | -51.1% | +81.8% | -132.9% | -72.3% |
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