+557.5%
RKLB vs ARES
+256.3%
+301.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.3% | +0.2% | -0.7% |
| 7D | +39.3% | -0.3% | +39.6% | +39.9% |
| 30D | -0.2% | +15.3% | -15.5% | -11.2% |
| 3M | -21.1% | -5.4% | -15.7% | -18.8% |
| 6M | -45.5% | +10.0% | -55.5% | -50.7% |
| YTD | -8.2% | -14.7% | +6.5% | -0.6% |
| 1Y | +28.2% | -9.7% | +37.9% | +32.4% |
| 3Y | +1,366.1% | +35.8% | +1,330.3% | +982.0% |
| 5Y | +345.9% | +80.9% | +265.0% | +151.2% |
| All | +557.5% | +256.3% | +301.2% | +207.5% |
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