+318.0%
CORZ vs ARES
+22.2%
+295.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.3% | +2.0% | +0.8% |
| 7D | +26.4% | -0.3% | +26.7% | +26.6% |
| 30D | -6.8% | +15.3% | -22.1% | -16.2% |
| 3M | -31.1% | -5.4% | -25.7% | -29.7% |
| 6M | -36.9% | +10.0% | -46.9% | -42.9% |
| YTD | -1.2% | -14.7% | +13.4% | +7.5% |
| 1Y | -12.5% | -9.7% | -2.8% | -9.8% |
| All | +318.0% | +22.2% | +295.8% | +210.7% |
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