+288.8%
KLAC vs ARES
+47.3%
+241.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +2.3% |
| 7D | +10.6% | -0.3% | +10.9% | +10.7% |
| 30D | -4.5% | +1.3% | -5.8% | -5.3% |
| 3M | -10.3% | +10.4% | -20.6% | -15.1% |
| 6M | +40.9% | +29.0% | +11.9% | +21.6% |
| YTD | +56.1% | -12.2% | +68.3% | +64.8% |
| 1Y | +109.0% | -18.4% | +127.5% | +128.6% |
| 3Y | +288.8% | +43.2% | +245.7% | +205.9% |
| All | +288.8% | +47.3% | +241.5% | +205.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling