+379.0%
RCL vs ARES
+1,313.3%
-934.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.2% | -1.2% | +0.5% |
| 7D | +5.0% | +5.0% | 0.0% | +2.0% |
| 30D | +19.4% | +19.1% | +0.3% | +7.5% |
| 3M | +5.9% | +3.1% | +2.9% | +3.5% |
| 6M | +23.8% | +12.9% | +10.9% | +13.1% |
| YTD | +22.8% | -10.7% | +33.5% | +26.0% |
| 1Y | +34.3% | -5.5% | +39.8% | +32.2% |
| 3Y | +276.4% | +45.0% | +231.4% | +173.2% |
| 5Y | +281.6% | +87.4% | +194.2% | +129.1% |
| 10Y | +379.0% | +1,267.4% | -888.4% | +37.9% |
| All | +379.0% | +1,313.3% | -934.3% | +37.9% |
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