+31.4%
CORZ vs ARES
-18.2%
+49.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.3% |
| 7D | +8.4% | -1.7% | +10.0% | +9.0% |
| 30D | -17.8% | +0.3% | -18.1% | -18.1% |
| 3M | -35.9% | +8.5% | -44.4% | -38.0% |
| 6M | +12.9% | +23.5% | -10.5% | +4.2% |
| YTD | +22.9% | -11.2% | +34.1% | +28.7% |
| 1Y | +31.4% | -19.3% | +50.6% | +42.0% |
| All | +31.4% | -18.2% | +49.6% | +42.0% |
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