+234.8%
RCL vs ARES
+105.6%
+129.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.8% | +0.5% |
| 7D | -5.1% | -1.7% | -3.4% | -4.2% |
| 30D | -19.0% | +0.3% | -19.3% | -19.4% |
| 3M | -9.6% | +8.5% | -18.1% | -15.2% |
| 6M | -6.7% | +23.5% | -30.2% | -20.6% |
| YTD | -3.9% | -11.2% | +7.3% | 0.0% |
| 1Y | -25.1% | -19.3% | -5.8% | -17.7% |
| 3Y | +179.1% | +48.7% | +130.5% | +86.2% |
| All | +234.8% | +105.6% | +129.2% | +63.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling