+13.9%
COR vs ARES
-18.2%
+32.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.9% |
| 7D | +2.8% | -1.7% | +4.4% | +2.6% |
| 30D | +4.5% | +0.3% | +4.3% | +4.6% |
| 3M | +22.7% | +8.5% | +14.2% | +23.6% |
| 6M | -9.7% | +23.5% | -33.2% | -7.2% |
| YTD | -1.4% | -11.2% | +9.8% | -0.4% |
| 1Y | +13.9% | -19.3% | +33.2% | +17.0% |
| All | +13.9% | -18.2% | +32.1% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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