+18.4%
KEY vs ARES
-20.5%
+39.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.4% |
| 7D | -0.3% | -2.7% | +2.4% | +0.2% |
| 30D | -3.3% | -2.4% | -0.9% | -2.9% |
| 3M | -0.7% | +3.9% | -4.6% | -2.0% |
| 6M | +12.5% | +26.4% | -13.9% | +5.6% |
| YTD | +8.4% | -14.9% | +23.3% | +13.7% |
| 1Y | +18.4% | -20.4% | +38.9% | +20.9% |
| All | +18.4% | -20.5% | +39.0% | +20.9% |
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