+1,029.6%
ARES vs RRC
+7.9%
+1,021.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | -0.3% | -1.2% | +0.9% | -0.2% |
| 30D | +1.3% | +9.4% | -8.1% | -0.1% |
| 3M | +10.4% | +7.4% | +3.0% | +9.0% |
| 6M | +29.0% | +1.5% | +27.5% | +28.1% |
| YTD | -12.2% | +19.4% | -31.6% | -15.1% |
| 1Y | -18.4% | +24.2% | -42.7% | -21.9% |
| 3Y | +43.2% | +32.8% | +10.4% | +35.2% |
| 5Y | +102.6% | +152.9% | -50.3% | +72.3% |
| 10Y | +1,029.6% | +3.9% | +1,025.8% | +746.5% |
| All | +1,029.6% | +7.9% | +1,021.7% | +746.5% |
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