+1,127.5%
ARES vs KMX
+19.6%
+1,107.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.6% |
| 7D | +0.5% | +3.4% | -2.9% | -0.6% |
| 30D | +19.7% | +6.8% | +12.8% | +17.0% |
| 3M | -9.0% | -11.4% | +2.4% | -5.6% |
| 6M | +11.5% | +43.6% | -32.0% | -2.2% |
| YTD | -13.8% | +37.7% | -51.6% | -24.6% |
| 1Y | -5.6% | +53.0% | -58.6% | -20.5% |
| 3Y | +36.1% | -16.3% | +52.4% | +35.2% |
| 5Y | +82.7% | -64.2% | +146.9% | +130.8% |
| 10Y | +1,101.7% | -2.8% | +1,104.5% | +976.9% |
| All | +1,127.5% | +19.6% | +1,107.9% | +1,003.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling