+16.8%
KMB vs ARES
+1,045.9%
-1,029.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.8% |
| 7D | -2.7% | -0.3% | -2.4% | -2.7% |
| 30D | -5.0% | +1.3% | -6.3% | -5.1% |
| 3M | +6.6% | +10.4% | -3.8% | +5.6% |
| 6M | +1.0% | +29.0% | -28.0% | -1.5% |
| YTD | +6.0% | -12.2% | +18.2% | +6.5% |
| 1Y | -16.6% | -18.4% | +1.8% | -15.8% |
| 3Y | -8.6% | +43.2% | -51.8% | -14.8% |
| 5Y | -10.9% | +102.6% | -113.4% | -21.9% |
| 10Y | +16.8% | +1,029.6% | -1,012.8% | -13.6% |
| All | +16.8% | +1,045.9% | -1,029.1% | -13.6% |
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