-25.7%
RKT vs ARES
+299.3%
-325.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -1.4% |
| 7D | -1.0% | -2.7% | +1.7% | +0.3% |
| 30D | -2.4% | -2.4% | 0.0% | -1.1% |
| 3M | +1.9% | +3.9% | -2.0% | +0.1% |
| 6M | -13.9% | +26.4% | -40.2% | -22.5% |
| YTD | -30.6% | -14.9% | -15.7% | -26.6% |
| 1Y | -34.4% | -20.4% | -13.9% | -28.8% |
| 3Y | +38.2% | +38.8% | -0.6% | +5.5% |
| 5Y | -9.7% | +97.0% | -106.6% | -45.7% |
| All | -25.7% | +299.3% | -325.0% | -65.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling