+181.4%
COR vs ARES
+83.4%
+98.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | +0.8% | +4.5% | -3.7% | +0.7% |
| 30D | +5.1% | +15.7% | -10.6% | +4.8% |
| 3M | +2.8% | -2.0% | +4.8% | +2.8% |
| 6M | +32.5% | +10.4% | +22.1% | +32.2% |
| YTD | -0.7% | -14.2% | +13.6% | +0.1% |
| 1Y | -6.7% | -7.8% | +1.1% | -6.4% |
| 3Y | +73.7% | +41.4% | +32.3% | +63.5% |
| All | +181.4% | +83.4% | +98.0% | +147.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling