+454.5%
KGC vs ARES
+105.3%
+349.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.1% |
| 7D | +2.4% | -0.3% | +2.8% | +2.5% |
| 30D | +9.2% | +1.3% | +7.9% | +8.8% |
| 3M | +16.7% | +10.4% | +6.4% | +13.7% |
| 6M | -7.0% | +29.0% | -36.0% | -12.9% |
| YTD | +7.5% | -12.2% | +19.7% | +9.7% |
| 1Y | +34.4% | -18.4% | +52.8% | +39.2% |
| 3Y | +552.0% | +43.2% | +508.8% | +457.5% |
| 5Y | +454.5% | +102.6% | +351.9% | +312.6% |
| All | +454.5% | +105.3% | +349.2% | +312.6% |
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