+542.6%
KKR vs ARES
+1,181.8%
-639.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.2% |
| 7D | -0.6% | -0.3% | -0.3% | -0.4% |
| 30D | +3.0% | +1.3% | +1.7% | +2.3% |
| 3M | +13.6% | +10.4% | +3.3% | +6.4% |
| 6M | +16.2% | +29.0% | -12.8% | -2.1% |
| YTD | -16.6% | -12.2% | -4.4% | -10.3% |
| 1Y | -23.2% | -18.4% | -4.8% | -13.6% |
| 3Y | +71.7% | +43.2% | +28.5% | +41.0% |
| 5Y | +74.8% | +102.6% | -27.8% | +19.0% |
| 10Y | +711.6% | +1,029.6% | -318.1% | +185.3% |
| All | +542.6% | +1,181.8% | -639.2% | +109.0% |
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