+1,379.7%
RKLB vs ARES
+36.2%
+1,343.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.3% | +0.2% | -0.8% |
| 7D | +39.3% | -0.3% | +39.6% | +39.9% |
| 30D | -0.2% | +15.3% | -15.5% | -10.5% |
| 3M | -21.1% | -5.4% | -15.7% | -18.8% |
| 6M | -45.5% | +10.0% | -55.5% | -50.3% |
| YTD | -8.2% | -14.7% | +6.5% | +0.9% |
| 1Y | +28.2% | -9.7% | +37.9% | +34.1% |
| All | +1,379.7% | +36.2% | +1,343.5% | +1,267.9% |
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