+953.0%
ARES vs RVTY
+139.0%
+814.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.4% | -1.7% |
| 7D | -7.7% | -7.4% | -0.3% | -4.4% |
| 30D | -8.7% | +4.5% | -13.2% | -10.7% |
| 3M | +2.8% | +19.5% | -16.6% | -6.0% |
| 6M | +23.1% | +34.1% | -11.1% | +6.2% |
| YTD | -17.3% | +25.3% | -42.5% | -26.3% |
| 1Y | -24.3% | +47.0% | -71.3% | -37.7% |
| 3Y | +34.9% | +14.1% | +20.8% | +18.6% |
| 5Y | +93.5% | -34.6% | +128.0% | +120.7% |
| All | +953.0% | +139.0% | +814.0% | +689.5% |
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