+733.4%
KGC vs ARES
+1,196.0%
-462.6%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.1% |
| 7D | -1.3% | -1.7% | +0.4% | -1.0% |
| 30D | +20.3% | +0.3% | +20.0% | +20.1% |
| 3M | +8.1% | +8.5% | -0.4% | +6.6% |
| 6M | -8.8% | +23.5% | -32.2% | -12.0% |
| YTD | +10.1% | -11.2% | +21.3% | +11.0% |
| 1Y | +44.2% | -19.3% | +63.5% | +47.3% |
| 3Y | +533.0% | +48.7% | +484.4% | +484.4% |
| 5Y | +443.0% | +106.5% | +336.5% | +374.3% |
| 10Y | +678.6% | +1,055.3% | -376.8% | +568.1% |
| All | +733.4% | +1,196.0% | -462.6% | +568.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling