-84.1%
RIVN vs ARES
+74.4%
-158.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +2.1% |
| 7D | +0.9% | -7.7% | +8.6% | +6.1% |
| 30D | -1.9% | -8.7% | +6.8% | +3.9% |
| 3M | +8.7% | +2.8% | +5.9% | +5.5% |
| 6M | -3.0% | +23.1% | -26.0% | -17.8% |
| YTD | -18.6% | -17.3% | -1.3% | -11.0% |
| 1Y | +15.4% | -24.3% | +39.7% | +32.7% |
| 3Y | -30.5% | +34.9% | -65.4% | -57.5% |
| All | -84.1% | +74.4% | -158.4% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling