+102.6%
ARES vs RMD
-21.0%
+123.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | +0.1% |
| 7D | -0.3% | -4.5% | +4.1% | +1.4% |
| 30D | +1.3% | +4.6% | -3.3% | -0.4% |
| 3M | +10.4% | +14.8% | -4.4% | +4.5% |
| 6M | +29.0% | -12.1% | +41.1% | +34.9% |
| YTD | -12.2% | -7.5% | -4.7% | -10.1% |
| 1Y | -18.4% | -20.1% | +1.6% | -11.9% |
| 3Y | +43.2% | +53.9% | -10.7% | +10.8% |
| 5Y | +102.6% | -22.2% | +124.8% | +118.2% |
| All | +102.6% | -21.0% | +123.6% | +118.2% |
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