+496.0%
KKR vs ARES
+1,157.9%
-661.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.2% |
| 7D | +1.6% | +0.5% | +1.2% | +1.3% |
| 30D | +14.5% | +19.7% | -5.1% | +1.9% |
| 3M | -15.0% | -9.0% | -6.0% | -9.6% |
| 6M | +1.0% | +11.5% | -10.5% | -6.1% |
| YTD | -22.6% | -13.8% | -8.8% | -15.8% |
| 1Y | -18.2% | -5.6% | -12.6% | -16.0% |
| 3Y | +56.4% | +36.1% | +20.3% | +32.3% |
| 5Y | +29.6% | +82.7% | -53.1% | -7.2% |
| 10Y | +671.3% | +1,101.7% | -430.4% | +170.5% |
| All | +496.0% | +1,157.9% | -661.9% | +96.3% |
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 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