+38.2%
RIG vs ARES
-7.5%
+45.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.0% | +3.1% | +4.1% |
| 7D | +5.7% | +0.5% | +5.3% | +5.7% |
| 30D | -0.7% | +19.7% | -20.4% | -2.4% |
| 3M | -3.1% | -9.0% | +5.8% | -2.0% |
| 6M | -16.3% | +11.5% | -27.9% | -17.7% |
| YTD | +34.1% | -13.8% | +48.0% | +35.9% |
| 1Y | +38.2% | -5.6% | +43.7% | +35.1% |
| All | +38.2% | -7.5% | +45.7% | +35.1% |
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