+1,121.7%
ARES vs RY
+373.9%
+747.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +1.2% |
| 7D | +4.5% | -0.9% | +5.4% | +5.4% |
| 30D | +15.7% | +5.9% | +9.9% | +10.8% |
| 3M | -2.0% | -4.3% | +2.3% | +1.4% |
| 6M | +10.4% | +12.1% | -1.7% | +1.1% |
| YTD | -14.2% | +20.3% | -34.5% | -25.6% |
| 1Y | -7.8% | +41.0% | -48.8% | -29.3% |
| 3Y | +41.4% | +157.5% | -116.2% | -31.8% |
| 5Y | +83.7% | +123.2% | -39.5% | -0.2% |
| 10Y | +1,204.1% | +365.7% | +838.4% | +357.2% |
| All | +1,121.7% | +373.9% | +747.8% | +311.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 all: compounded portfolio wealth divided by compounded RY 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…
all analysis · Full analysis span regression · 6 months rolling