-26.1%
ARES vs KMX
+3.5%
-29.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.5% |
| 7D | -6.1% | -3.1% | -3.0% | -5.5% |
| 30D | -7.5% | +4.4% | -12.0% | -8.3% |
| 3M | +0.1% | +18.9% | -18.8% | -3.4% |
| 6M | +30.3% | +44.3% | -14.0% | +19.2% |
| YTD | -16.6% | +58.7% | -75.3% | -24.6% |
| 1Y | -26.1% | +0.1% | -26.2% | -30.7% |
| All | -26.1% | +3.5% | -29.6% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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