+11.3%
RTX vs ARES
-6.7%
+18.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.2% | -0.6% | +3.3% |
| 7D | -3.2% | +5.0% | -8.2% | -3.5% |
| 30D | +5.6% | +19.1% | -13.5% | +4.3% |
| 3M | -11.7% | +3.1% | -14.8% | -12.0% |
| 6M | +12.3% | +12.9% | -0.5% | +10.8% |
| YTD | +8.2% | -10.7% | +18.9% | +9.9% |
| All | +11.3% | -6.7% | +18.0% | +12.4% |
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