+452.1%
KLAC vs ARES
+97.0%
+355.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.1% | -0.1% | -1.5% |
| 7D | +6.2% | -2.7% | +8.9% | +7.7% |
| 30D | -5.0% | -2.4% | -2.6% | -3.9% |
| 3M | -14.4% | +3.9% | -18.3% | -17.2% |
| 6M | +28.3% | +26.4% | +1.9% | +8.9% |
| YTD | +51.1% | -14.9% | +66.0% | +61.0% |
| 1Y | +100.4% | -20.4% | +120.8% | +120.3% |
| 3Y | +276.3% | +38.8% | +237.6% | +175.1% |
| 5Y | +452.1% | +97.0% | +355.1% | +197.5% |
| All | +452.1% | +97.0% | +355.1% | +197.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling