+195.3%
KLAC vs ARES
+37.5%
+157.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.2% | -3.6% |
| 7D | +10.0% | +0.5% | +9.5% | +9.8% |
| 30D | -14.8% | +19.7% | -34.5% | -22.1% |
| 3M | -27.2% | -9.0% | -18.2% | -24.2% |
| 6M | -17.5% | +11.5% | -29.0% | -22.7% |
| YTD | +25.8% | -13.8% | +39.7% | +33.7% |
| 1Y | +31.8% | -5.6% | +37.4% | +32.0% |
| 3Y | +195.3% | +36.1% | +159.2% | +145.3% |
| All | +195.3% | +37.5% | +157.8% | +145.3% |
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 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