-6.9%
ARES vs KIM
+33.1%
-40.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.6% | +2.6% | +5.1% |
| 7D | +10.5% | +10.6% | -0.1% | +8.0% |
| 30D | +16.8% | +17.5% | -0.6% | +13.2% |
| 3M | -3.2% | +4.7% | -7.9% | -5.5% |
| 6M | +16.4% | +13.1% | +3.3% | +12.5% |
| YTD | -12.4% | +32.1% | -44.5% | -20.1% |
| 1Y | -6.9% | +32.7% | -39.5% | -15.5% |
| All | -6.9% | +33.1% | -40.0% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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