+2,838.9%
KLAC vs ARES
+971.5%
+1,867.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.3% | -1.6% |
| 7D | +2.5% | -7.7% | +10.1% | +7.0% |
| 30D | -11.5% | -8.7% | -2.8% | -7.2% |
| 3M | -16.9% | +2.8% | -19.8% | -19.1% |
| 6M | +22.2% | +23.1% | -0.8% | +6.1% |
| YTD | +46.4% | -17.3% | +63.6% | +56.8% |
| 1Y | +91.0% | -24.3% | +115.3% | +113.3% |
| 3Y | +264.6% | +34.9% | +229.6% | +184.4% |
| 5Y | +430.6% | +93.5% | +337.1% | +228.9% |
| All | +2,838.9% | +971.5% | +1,867.4% | +873.5% |
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