-41.3%
CORZ vs ARES
-9.0%
-32.4%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +6.1% | -16.5% | -12.2% |
| 7D | -14.9% | +10.5% | -25.5% | -18.3% |
| 30D | -23.1% | +16.8% | -40.0% | -27.9% |
| 3M | -44.1% | -3.2% | -40.8% | -43.6% |
| 6M | -39.5% | +16.4% | -56.0% | -43.6% |
| YTD | -12.4% | -12.4% | 0.0% | -6.6% |
| 1Y | -41.3% | -6.9% | -34.4% | -42.3% |
| All | -41.3% | -9.0% | -32.4% | -42.3% |
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