+39.7%
RIG vs ARES
-9.0%
+48.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +6.1% | -13.8% | -8.0% |
| 7D | -18.8% | +10.5% | -29.3% | -19.5% |
| 30D | -1.1% | +16.8% | -17.9% | -2.6% |
| 3M | +4.4% | -3.2% | +7.6% | +5.0% |
| 6M | -20.8% | +16.4% | -37.2% | -22.7% |
| YTD | +32.0% | -12.4% | +44.4% | +34.5% |
| 1Y | +39.7% | -6.9% | +46.6% | +36.3% |
| All | +39.7% | -9.0% | +48.7% | +36.3% |
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 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