+65.1%
RSP vs ARES
+37.5%
+27.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | 0.0% |
| 7D | +2.4% | +0.5% | +1.9% | +2.2% |
| 30D | +4.3% | +19.7% | -15.4% | +0.1% |
| 3M | -0.3% | -9.0% | +8.6% | +1.5% |
| 6M | +9.8% | +11.5% | -1.7% | +6.5% |
| YTD | +16.8% | -13.8% | +30.7% | +19.9% |
| 1Y | +19.5% | -5.6% | +25.1% | +19.3% |
| 3Y | +65.1% | +36.1% | +29.0% | +51.5% |
| All | +65.1% | +37.5% | +27.6% | +51.5% |
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