+1,164.6%
ARES vs RMD
+439.8%
+724.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.8% |
| 7D | -1.7% | -5.0% | +3.3% | +0.3% |
| 30D | +0.3% | +2.2% | -1.9% | -0.6% |
| 3M | +8.5% | +17.8% | -9.4% | +1.6% |
| 6M | +23.5% | -11.3% | +34.8% | +28.6% |
| YTD | -11.2% | -4.4% | -6.8% | -10.3% |
| 1Y | -19.3% | -15.7% | -3.6% | -14.6% |
| 3Y | +48.7% | +47.7% | +0.9% | +20.8% |
| 5Y | +106.5% | -19.2% | +125.7% | +112.3% |
| 10Y | +1,055.3% | +280.4% | +774.9% | +672.0% |
| All | +1,164.6% | +439.8% | +724.8% | +733.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling