-84.1%
RIVN vs ARES
+75.7%
-159.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.6% |
| 7D | +1.8% | -6.1% | +7.9% | +5.9% |
| 30D | +0.6% | -7.5% | +8.2% | +5.6% |
| 3M | +3.2% | +0.1% | +3.0% | +1.8% |
| 6M | -3.7% | +30.3% | -34.0% | -21.4% |
| YTD | -18.7% | -16.6% | -2.1% | -11.6% |
| 1Y | +14.7% | -26.1% | +40.8% | +34.6% |
| 3Y | -31.5% | +36.4% | -68.0% | -58.4% |
| All | -84.1% | +75.7% | -159.8% | -93.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling