+1,131.0%
ARES vs RGEN
+450.6%
+680.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.9% |
| 7D | +0.8% | -3.1% | +3.9% | +1.6% |
| 30D | +16.7% | +0.1% | +16.6% | +16.3% |
| 3M | -2.6% | +4.8% | -7.4% | -4.8% |
| 6M | +13.0% | +48.9% | -36.0% | -1.6% |
| YTD | -11.7% | +5.3% | -17.1% | -15.1% |
| 1Y | -6.7% | +12.5% | -19.2% | -12.1% |
| 3Y | +40.5% | +17.0% | +23.5% | +24.0% |
| 5Y | +88.2% | -35.4% | +123.6% | +84.7% |
| 10Y | +1,131.0% | +434.6% | +696.4% | +626.4% |
| All | +1,131.0% | +450.6% | +680.3% | +626.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling