Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • ROL vs ARES✓SelectedUSD · ARESROL vs ARES performance historyLatest closeAs of-2.54%09/08
Stock and ETF performance explorer

ROL vs ARES

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-37.9%
ARES return
-18.8%
Excess return
-19.1%
Maximum drawdown
-46.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioARESExcessAlpha
1D-2.5%-1.1%-1.4%-2.5%
7D-3.4%-0.3%-3.1%-3.4%
30D-6.9%+1.3%-8.2%-6.9%
3M-24.6%+10.4%-35.0%-24.5%
6M-39.5%+29.0%-68.5%-39.7%
YTD-41.1%-12.2%-28.9%-41.3%
1Y-37.9%-18.4%-19.5%-38.3%
All-37.9%-18.8%-19.1%-38.3%

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 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