+625.5%
RCL vs ARES
+1,152.0%
-526.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | +6.5% | +4.5% | +2.0% | +4.1% |
| 30D | +15.9% | +15.7% | +0.1% | +7.0% |
| 3M | +2.7% | -2.0% | +4.7% | +3.4% |
| 6M | +15.2% | +10.4% | +4.8% | +7.5% |
| YTD | +19.2% | -14.2% | +33.5% | +24.9% |
| 1Y | +31.6% | -7.8% | +39.4% | +31.7% |
| 3Y | +274.2% | +41.4% | +232.8% | +188.9% |
| 5Y | +250.1% | +83.7% | +166.4% | +130.4% |
| 10Y | +388.4% | +1,204.1% | -815.7% | +62.0% |
| All | +625.5% | +1,152.0% | -526.5% | +135.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling