+29.6%
KEY vs ARES
-9.0%
+38.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.1% | -4.6% | +0.2% |
| 7D | +1.7% | +10.5% | -8.9% | -0.5% |
| 30D | +6.8% | +16.8% | -10.0% | +3.3% |
| 3M | -5.8% | -3.2% | -2.6% | -5.6% |
| 6M | +1.4% | +16.4% | -15.0% | -2.3% |
| YTD | +7.5% | -12.4% | +19.9% | +11.4% |
| 1Y | +29.6% | -6.9% | +36.5% | +27.8% |
| All | +29.6% | -9.0% | +38.6% | +27.8% |
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