+962.4%
RKLB vs ARES
+47.3%
+915.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.1% | +3.6% | +3.3% |
| 7D | +5.3% | -0.3% | +5.7% | +5.5% |
| 30D | -20.5% | +1.3% | -21.8% | -21.7% |
| 3M | -42.0% | +10.4% | -52.4% | -47.1% |
| 6M | -6.0% | +29.0% | -35.1% | -24.2% |
| YTD | -5.6% | -12.2% | +6.6% | +2.2% |
| 1Y | +38.0% | -18.4% | +56.5% | +58.1% |
| 3Y | +962.4% | +43.2% | +919.2% | +753.0% |
| All | +962.4% | +47.3% | +915.1% | +753.0% |
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 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