+208.2%
ROL vs ARES
+1,006.5%
-798.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -0.6% |
| 7D | -3.3% | -2.7% | -0.6% | -2.8% |
| 30D | -7.2% | -2.4% | -4.8% | -6.9% |
| 3M | -27.0% | +3.9% | -30.9% | -27.9% |
| 6M | -39.5% | +26.4% | -65.9% | -42.9% |
| YTD | -41.8% | -14.9% | -26.9% | -40.8% |
| 1Y | -38.9% | -20.4% | -18.5% | -37.2% |
| 3Y | -0.4% | +38.8% | -39.2% | -13.2% |
| 5Y | -4.2% | +97.0% | -101.2% | -25.8% |
| 10Y | +208.2% | +999.8% | -791.6% | +73.5% |
| All | +208.2% | +1,006.5% | -798.3% | +73.5% |
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 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