+117.9%
KEY vs ARES
+1,191.6%
-1,073.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -1.3% | +4.5% | -5.8% | -3.5% |
| 30D | +5.1% | +15.7% | -10.6% | -2.4% |
| 3M | -7.1% | -2.0% | -5.1% | -6.8% |
| 6M | -4.4% | +10.4% | -14.8% | -10.7% |
| YTD | +4.0% | -14.2% | +18.3% | +7.7% |
| 1Y | +23.4% | -7.8% | +31.2% | +22.6% |
| 3Y | +113.9% | +41.4% | +72.5% | +63.2% |
| 5Y | +12.3% | +83.7% | -71.3% | -27.6% |
| All | +117.9% | +1,191.6% | -1,073.7% | -32.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling