-68.1%
RGTI vs ARES
-9.0%
-59.2%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.1% | -5.0% | -3.2% |
| 7D | -9.6% | +10.5% | -20.1% | -16.4% |
| 30D | -26.0% | +16.8% | -42.8% | -34.5% |
| 3M | -35.8% | -3.2% | -32.5% | -34.6% |
| 6M | -36.7% | +16.4% | -53.1% | -43.9% |
| YTD | -49.4% | -12.4% | -37.0% | -44.4% |
| 1Y | -68.1% | -6.9% | -61.3% | -69.2% |
| All | -68.1% | -9.0% | -59.2% | -69.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling