+97.0%
ARES vs MKC
-34.7%
+131.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.9% |
| 7D | -2.7% | -4.3% | +1.6% | -1.9% |
| 30D | -2.4% | -3.1% | +0.7% | -1.9% |
| 3M | +3.9% | +6.8% | -2.9% | +2.2% |
| 6M | +26.4% | -18.3% | +44.7% | +31.4% |
| YTD | -14.9% | -23.1% | +8.2% | -10.6% |
| 1Y | -20.4% | -23.7% | +3.3% | -16.4% |
| 3Y | +38.8% | -31.0% | +69.8% | +49.6% |
| 5Y | +97.0% | -33.5% | +130.5% | +107.9% |
| All | +97.0% | -34.7% | +131.7% | +107.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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