+559.5%
RKLB vs ARES
+270.7%
+288.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.4% |
| 7D | -0.2% | -1.7% | +1.5% | +1.0% |
| 30D | -14.1% | +0.3% | -14.4% | -14.9% |
| 3M | -46.4% | +8.5% | -54.9% | -50.6% |
| 6M | -10.6% | +23.5% | -34.1% | -26.2% |
| YTD | -7.9% | -11.2% | +3.3% | -2.4% |
| 1Y | +49.5% | -19.3% | +68.8% | +70.0% |
| 3Y | +913.6% | +48.7% | +864.9% | +602.1% |
| 5Y | +375.3% | +106.5% | +268.8% | +154.9% |
| All | +559.5% | +270.7% | +288.7% | +201.9% |
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 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