+87.4%
ARES vs RMD
-6.0%
+93.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.1% |
| 7D | +5.0% | +1.2% | +3.8% | +4.5% |
| 30D | +19.1% | +2.5% | +16.6% | +17.8% |
| 3M | +3.1% | +11.5% | -8.5% | -1.4% |
| 6M | +12.9% | +14.7% | -1.8% | +6.3% |
| YTD | -10.7% | -1.3% | -9.3% | -11.0% |
| 1Y | -5.5% | -5.3% | -0.3% | -4.6% |
| 3Y | +45.0% | +68.8% | -23.8% | +8.5% |
| 5Y | +87.4% | -5.9% | +93.3% | +85.9% |
| All | +87.4% | -6.0% | +93.4% | +85.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling