+696.7%
KKR vs ARES
+979.8%
-283.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.3% |
| 7D | -6.2% | -6.1% | -0.1% | -2.0% |
| 30D | -8.9% | -7.5% | -1.3% | -3.7% |
| 3M | +6.3% | +0.1% | +6.2% | +5.9% |
| 6M | +16.5% | +30.3% | -13.8% | -4.2% |
| YTD | -20.3% | -16.6% | -3.6% | -10.7% |
| 1Y | -29.8% | -26.1% | -3.7% | -14.6% |
| 3Y | +63.2% | +36.4% | +26.8% | +34.4% |
| 5Y | +68.0% | +95.0% | -27.0% | +11.1% |
| All | +696.7% | +979.8% | -283.1% | +162.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling