+210.3%
RSP vs ARES
+1,100.6%
-890.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.5% | +0.2% |
| 7D | +1.8% | -0.3% | +2.1% | +1.9% |
| 30D | +3.5% | +15.3% | -11.8% | -1.3% |
| 3M | +0.2% | -5.4% | +5.6% | +1.6% |
| 6M | +9.1% | +10.0% | -0.9% | +4.6% |
| YTD | +16.6% | -14.7% | +31.3% | +19.7% |
| 1Y | +17.9% | -9.7% | +27.6% | +18.4% |
| 3Y | +64.6% | +35.8% | +28.8% | +37.6% |
| 5Y | +48.4% | +80.9% | -32.5% | +7.8% |
| All | +210.3% | +1,100.6% | -890.2% | +37.5% |
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