-87.9%
RIVN vs ARES
+81.6%
-169.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.0% | -5.8% | -5.5% |
| 7D | -10.5% | +0.5% | -11.0% | -10.8% |
| 30D | -5.9% | +19.7% | -25.6% | -16.3% |
| 3M | -23.0% | -9.0% | -14.0% | -18.4% |
| 6M | -14.6% | +11.5% | -26.2% | -21.8% |
| YTD | -38.2% | -13.8% | -24.4% | -34.4% |
| 1Y | -25.7% | -5.6% | -20.1% | -26.8% |
| 3Y | -24.8% | +36.1% | -60.9% | -53.2% |
| 5Y | -90.6% | +82.7% | -173.3% | -96.2% |
| All | -87.9% | +81.6% | -169.5% | -95.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling