+296.7%
ARES vs RVMD
+622.3%
-325.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -6.1% | -3.0% | -3.1% | -5.6% |
| 30D | -7.5% | -0.7% | -6.8% | -7.5% |
| 3M | +0.1% | +36.5% | -36.4% | -6.0% |
| 6M | +30.3% | +104.6% | -74.3% | +12.1% |
| YTD | -16.6% | +155.8% | -172.4% | -32.1% |
| 1Y | -26.1% | +340.7% | -366.8% | -46.1% |
| 3Y | +36.4% | +519.9% | -483.5% | -11.2% |
| 5Y | +95.0% | +584.9% | -490.0% | +14.4% |
| All | +296.7% | +622.3% | -325.6% | +106.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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