+487.1%
ARES vs KEEL
+294.5%
+192.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.8% | -3.0% | +0.5% |
| 7D | -6.1% | +2.9% | -9.0% | -6.3% |
| 30D | -7.5% | +0.8% | -8.4% | -7.9% |
| 3M | +0.1% | -35.3% | +35.4% | +2.0% |
| 6M | +30.3% | +59.4% | -29.1% | +23.7% |
| YTD | -16.6% | +51.9% | -68.5% | -20.9% |
| 1Y | -26.1% | +75.0% | -101.1% | -31.4% |
| 3Y | +36.4% | +224.5% | -188.1% | +17.3% |
| 5Y | +95.0% | -35.9% | +130.9% | +68.9% |
| All | +487.1% | +294.5% | +192.7% | +403.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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