-6.9%
ARES vs RVTY
+74.0%
-80.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.5% | +8.6% | +6.9% |
| 7D | +10.5% | -3.6% | +14.1% | +11.7% |
| 30D | +16.8% | +1.4% | +15.5% | +15.8% |
| 3M | -3.2% | +43.2% | -46.4% | -17.7% |
| 6M | +16.4% | +84.5% | -68.1% | -15.4% |
| YTD | -12.4% | +65.2% | -77.6% | -30.6% |
| 1Y | -6.9% | +74.3% | -81.2% | -28.0% |
| All | -6.9% | +74.0% | -80.8% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 1y: compounded portfolio wealth divided by compounded RVTY 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…
1y analysis · Full analysis span regression · 6 months rolling