+1,101.7%
ARES vs RRC
+73.1%
+1,028.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.9% |
| 7D | +0.5% | +6.4% | -5.9% | -0.5% |
| 30D | +19.7% | +23.9% | -4.2% | +15.4% |
| 3M | -9.0% | +30.2% | -39.2% | -13.0% |
| 6M | +11.5% | +26.3% | -14.7% | +6.9% |
| YTD | -13.8% | +48.1% | -61.9% | -19.8% |
| 1Y | -5.6% | +37.7% | -43.3% | -11.2% |
| 3Y | +36.1% | +60.3% | -24.2% | +24.4% |
| 5Y | +82.7% | +135.3% | -52.6% | +55.1% |
| All | +1,101.7% | +73.1% | +1,028.6% | +806.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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