-6.9%
ARES vs RIO
+29.3%
-36.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.6% | +2.5% | +5.0% |
| 7D | +10.5% | -1.6% | +12.1% | +10.9% |
| 30D | +16.8% | -11.6% | +28.4% | +21.3% |
| 3M | -3.2% | -12.7% | +9.5% | +0.7% |
| 6M | +16.4% | -12.4% | +28.8% | +20.8% |
| YTD | -12.4% | +11.0% | -23.4% | -15.8% |
| 1Y | -6.9% | +30.8% | -37.7% | -19.1% |
| All | -6.9% | +29.3% | -36.2% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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