+360.5%
RCL vs ARES
+1,145.7%
-785.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -0.7% |
| 7D | +0.6% | +0.8% | -0.2% | +0.2% |
| 30D | +19.4% | +16.7% | +2.7% | +8.8% |
| 3M | +9.8% | -2.6% | +12.4% | +11.1% |
| 6M | +28.6% | +13.0% | +15.7% | +17.4% |
| YTD | +22.2% | -11.7% | +33.9% | +26.3% |
| 1Y | +29.7% | -6.7% | +36.4% | +28.7% |
| 3Y | +265.3% | +40.5% | +224.8% | +169.8% |
| 5Y | +301.8% | +88.2% | +213.5% | +139.7% |
| 10Y | +360.5% | +1,131.0% | -770.5% | +35.6% |
| All | +360.5% | +1,145.7% | -785.2% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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