+298.7%
KGC vs ARES
+90.6%
+208.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.2% | -1.4% | +1.7% |
| 7D | +11.1% | +5.0% | +6.2% | +9.9% |
| 30D | -3.7% | +19.1% | -22.8% | -7.8% |
| 3M | -17.2% | +3.1% | -20.3% | -18.0% |
| 6M | -27.3% | +12.9% | -40.1% | -29.6% |
| YTD | -18.5% | -10.7% | -7.9% | -17.3% |
| 1Y | -5.7% | -5.5% | -0.2% | -5.8% |
| 3Y | +336.5% | +45.0% | +291.5% | +271.4% |
| 5Y | +298.7% | +87.4% | +211.3% | +201.3% |
| All | +298.7% | +90.6% | +208.1% | +201.3% |
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