+204.4%
RKLB vs ARES
+97.0%
+107.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.1% | -1.2% | -1.8% |
| 7D | 0.0% | -2.7% | +2.6% | +2.1% |
| 30D | -21.2% | -2.4% | -18.8% | -20.2% |
| 3M | -41.7% | +3.9% | -45.6% | -44.6% |
| 6M | -11.8% | +26.4% | -38.2% | -29.2% |
| YTD | -9.6% | -14.9% | +5.3% | -0.7% |
| 1Y | +34.1% | -20.4% | +54.5% | +55.0% |
| 3Y | +917.3% | +38.8% | +878.5% | +614.1% |
| 5Y | +204.4% | +97.0% | +107.4% | +56.5% |
| All | +204.4% | +97.0% | +107.4% | +56.5% |
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 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