+1,089.9%
ARES vs RBA
+204.3%
+885.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.9% | -2.7% |
| 7D | -0.3% | -0.5% | +0.2% | -0.1% |
| 30D | +15.3% | +6.8% | +8.4% | +12.3% |
| 3M | -5.4% | +9.5% | -14.8% | -8.8% |
| 6M | +10.0% | -8.2% | +18.2% | +12.7% |
| YTD | -14.7% | -7.7% | -6.9% | -13.2% |
| 1Y | -9.7% | -6.9% | -2.8% | -8.5% |
| 3Y | +35.8% | +61.6% | -25.8% | +11.3% |
| 5Y | +80.9% | +44.7% | +36.2% | +49.9% |
| All | +1,089.9% | +204.3% | +885.6% | +550.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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