+999.8%
ARES vs RMD
+269.7%
+730.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.9% |
| 7D | -2.7% | -4.7% | +2.1% | -0.7% |
| 30D | -2.4% | +0.2% | -2.6% | -2.5% |
| 3M | +3.9% | +12.0% | -8.1% | -1.2% |
| 6M | +26.4% | -12.5% | +38.9% | +32.8% |
| YTD | -14.9% | -7.9% | -6.9% | -12.6% |
| 1Y | -20.4% | -20.4% | 0.0% | -13.4% |
| 3Y | +38.8% | +53.1% | -14.3% | +8.0% |
| 5Y | +97.0% | -22.1% | +119.1% | +106.8% |
| 10Y | +999.8% | +275.4% | +724.4% | +623.9% |
| All | +999.8% | +269.7% | +730.1% | +623.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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