-6.9%
ARES vs RGEN
+19.5%
-26.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.2% | +6.2% |
| 7D | +10.5% | -3.5% | +14.0% | +11.4% |
| 30D | +16.8% | -6.0% | +22.8% | +18.3% |
| 3M | -3.2% | +19.0% | -22.2% | -9.1% |
| 6M | +16.4% | +50.7% | -34.3% | -0.7% |
| YTD | -12.4% | +8.8% | -21.1% | -15.7% |
| 1Y | -6.9% | +21.3% | -28.1% | -13.2% |
| All | -6.9% | +19.5% | -26.4% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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