+1,148.2%
ARES vs RVTY
+212.9%
+935.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.3% |
| 7D | +8.1% | -2.7% | +10.8% | +9.3% |
| 30D | +18.9% | +3.2% | +15.7% | +16.6% |
| 3M | +2.3% | +37.2% | -34.9% | -12.5% |
| 6M | +12.7% | +57.7% | -45.0% | -10.4% |
| YTD | -10.8% | +64.8% | -75.6% | -30.6% |
| 1Y | -5.3% | +72.8% | -78.2% | -28.2% |
| 3Y | +42.0% | +89.8% | -47.7% | -2.2% |
| 5Y | +88.3% | -8.4% | +96.7% | +82.7% |
| 10Y | +1,148.2% | +219.5% | +928.8% | +759.3% |
| All | +1,148.2% | +212.9% | +935.3% | +759.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling