+82.7%
ARES vs RRC
+110.6%
-27.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.9% | +3.1% | +0.8% |
| 7D | +4.5% | -10.8% | +15.4% | +7.2% |
| 30D | +15.7% | +22.3% | -6.6% | +9.7% |
| 3M | -2.0% | +26.6% | -28.6% | -8.1% |
| 6M | +10.4% | +18.9% | -8.5% | +4.8% |
| YTD | -14.2% | +39.2% | -53.4% | -22.4% |
| 1Y | -7.8% | +34.0% | -41.7% | -15.9% |
| 3Y | +41.4% | +42.0% | -0.6% | +25.5% |
| All | +82.7% | +110.6% | -27.9% | +43.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling