+30.8%
RTX vs ARES
-18.8%
+49.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.9% |
| 7D | -3.1% | -0.3% | -2.8% | -3.1% |
| 30D | -10.6% | +1.3% | -11.9% | -10.7% |
| 3M | +11.6% | +10.4% | +1.3% | +10.4% |
| 6M | -4.5% | +29.0% | -33.5% | -6.4% |
| YTD | +9.6% | -12.2% | +21.8% | +11.8% |
| 1Y | +30.8% | -18.4% | +49.3% | +32.8% |
| All | +30.8% | -18.8% | +49.6% | +32.8% |
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