+186.1%
COR vs ARES
+105.6%
+80.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.8% |
| 7D | +2.8% | -1.7% | +4.4% | +2.8% |
| 30D | +4.5% | +0.3% | +4.3% | +4.5% |
| 3M | +22.7% | +8.5% | +14.2% | +22.4% |
| 6M | -9.7% | +23.5% | -33.2% | -10.2% |
| YTD | -1.4% | -11.2% | +9.8% | -0.7% |
| 1Y | +13.9% | -19.3% | +33.2% | +15.3% |
| 3Y | +94.0% | +48.7% | +45.3% | +81.2% |
| All | +186.1% | +105.6% | +80.5% | +146.5% |
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