+961.2%
ARES vs RSG
+428.9%
+532.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.3% |
| 7D | -6.1% | 0.0% | -6.1% | -6.1% |
| 30D | -7.5% | +4.0% | -11.5% | -9.8% |
| 3M | +0.1% | +7.4% | -7.3% | -5.1% |
| 6M | +30.3% | +0.1% | +30.2% | +28.4% |
| YTD | -16.6% | +6.0% | -22.6% | -21.3% |
| 1Y | -26.1% | -3.0% | -23.1% | -26.0% |
| 3Y | +36.4% | +56.5% | -20.1% | -6.4% |
| 5Y | +95.0% | +90.9% | +4.1% | +13.5% |
| All | +961.2% | +428.9% | +532.2% | +335.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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