+35.7%
KGC vs ARES
-20.5%
+56.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.3% | +0.7% |
| 7D | -0.1% | -2.7% | +2.6% | +0.3% |
| 30D | +10.5% | -2.4% | +12.9% | +10.8% |
| 3M | +19.8% | +3.9% | +15.9% | +18.6% |
| 6M | -6.7% | +26.4% | -33.1% | -8.3% |
| YTD | +7.8% | -14.9% | +22.7% | +9.5% |
| 1Y | +35.7% | -20.4% | +56.1% | +42.9% |
| All | +35.7% | -20.5% | +56.2% | +42.9% |
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