+4.7%
ROL vs ARES
+37.5%
-32.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +2.5% |
| 7D | +3.0% | +0.5% | +2.5% | +3.0% |
| 30D | +19.8% | +19.7% | +0.1% | +18.6% |
| 3M | +7.9% | -9.0% | +16.9% | +8.1% |
| 6M | -25.6% | +11.5% | -37.2% | -26.3% |
| YTD | -34.1% | -13.8% | -20.3% | -33.8% |
| 1Y | -31.4% | -5.6% | -25.8% | -31.6% |
| 3Y | +4.7% | +36.1% | -31.4% | -0.5% |
| All | +4.7% | +37.5% | -32.8% | -0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling