-29.7%
RIG vs ARES
+38.2%
-67.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | +0.4% |
| 7D | -8.2% | -2.7% | -5.5% | -7.2% |
| 30D | -0.2% | -2.4% | +2.2% | +0.5% |
| 3M | -2.7% | +3.9% | -6.6% | -5.5% |
| 6M | -7.5% | +26.4% | -33.8% | -19.8% |
| YTD | +38.3% | -14.9% | +53.1% | +46.2% |
| 1Y | +81.8% | -20.4% | +102.3% | +97.9% |
| All | -29.7% | +38.2% | -67.8% | -47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling