+283.9%
RTX vs ARES
+1,006.5%
-722.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.4% | +0.3% |
| 7D | -1.6% | -2.7% | +1.1% | -0.8% |
| 30D | -11.6% | -2.4% | -9.2% | -11.1% |
| 3M | +9.2% | +3.9% | +5.3% | +7.2% |
| 6M | -4.4% | +26.4% | -30.8% | -12.2% |
| YTD | +8.9% | -14.9% | +23.8% | +11.8% |
| 1Y | +32.1% | -20.4% | +52.5% | +37.7% |
| 3Y | +151.2% | +38.8% | +112.4% | +107.6% |
| 5Y | +162.9% | +97.0% | +65.9% | +82.0% |
| 10Y | +283.9% | +999.8% | -715.9% | +54.7% |
| All | +283.9% | +1,006.5% | -722.5% | +54.7% |
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