-10.4%
RKT vs ARES
-9.0%
-1.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +6.1% | +2.5% | +5.8% |
| 7D | +29.7% | +10.5% | +19.2% | +24.1% |
| 30D | +28.5% | +16.8% | +11.7% | +20.0% |
| 3M | +6.4% | -3.2% | +9.6% | +7.5% |
| 6M | +7.1% | +16.4% | -9.3% | +2.5% |
| YTD | -22.5% | -12.4% | -10.1% | -17.8% |
| 1Y | -10.4% | -6.9% | -3.6% | -15.4% |
| All | -10.4% | -9.0% | -1.5% | -15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling