+95.5%
ARES vs KEEL
-34.6%
+130.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.8% | -3.0% | +0.3% |
| 7D | -6.1% | +2.9% | -9.0% | -6.5% |
| 30D | -7.5% | +0.8% | -8.4% | -8.2% |
| 3M | +0.1% | -35.3% | +35.4% | +3.9% |
| 6M | +30.3% | +59.4% | -29.1% | +16.7% |
| YTD | -16.6% | +51.9% | -68.5% | -25.5% |
| 1Y | -26.1% | +75.0% | -101.1% | -37.6% |
| 3Y | +36.4% | +224.5% | -188.1% | -7.9% |
| All | +95.5% | -34.6% | +130.1% | +52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling