+102.6%
ARES vs RIO
+97.3%
+5.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.3% |
| 7D | -0.3% | +1.9% | -2.3% | -1.0% |
| 30D | +1.3% | +5.0% | -3.7% | -0.6% |
| 3M | +10.4% | +5.1% | +5.2% | +8.1% |
| 6M | +29.0% | +17.6% | +11.4% | +20.7% |
| YTD | -12.2% | +36.3% | -48.5% | -22.4% |
| 1Y | -18.4% | +71.2% | -89.6% | -34.1% |
| 3Y | +43.2% | +102.7% | -59.5% | +6.5% |
| 5Y | +102.6% | +99.6% | +3.0% | +53.7% |
| All | +102.6% | +97.3% | +5.3% | +53.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling