+67.6%
KKR vs ARES
+90.2%
-22.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.3% | -0.7% |
| 7D | -8.1% | -7.7% | -0.4% | -1.6% |
| 30D | -9.1% | -8.7% | -0.4% | -1.8% |
| 3M | +6.4% | +2.8% | +3.5% | +3.2% |
| 6M | +12.6% | +23.1% | -10.5% | -7.6% |
| YTD | -20.4% | -17.3% | -3.2% | -8.2% |
| 1Y | -27.1% | -24.3% | -2.8% | -9.4% |
| 3Y | +63.8% | +34.9% | +28.9% | +23.0% |
| 5Y | +67.6% | +93.5% | -25.9% | -8.7% |
| All | +67.6% | +90.2% | -22.6% | -8.7% |
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