+43.2%
ARES vs RMD
+52.4%
-9.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | -0.3% |
| 7D | -0.3% | -4.5% | +4.1% | +0.8% |
| 30D | +1.3% | +4.6% | -3.3% | +0.2% |
| 3M | +10.4% | +14.8% | -4.4% | +6.7% |
| 6M | +29.0% | -12.1% | +41.1% | +32.5% |
| YTD | -12.2% | -7.5% | -4.7% | -10.8% |
| 1Y | -18.4% | -20.1% | +1.6% | -14.7% |
| 3Y | +43.2% | +53.9% | -10.7% | +39.3% |
| All | +43.2% | +52.4% | -9.2% | +39.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling