+38.7%
KMB vs ARES
+1,313.3%
-1,274.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.2% | -1.0% | +2.9% |
| 7D | +3.4% | +5.0% | -1.6% | +3.0% |
| 30D | +14.7% | +19.1% | -4.4% | +13.0% |
| 3M | +3.3% | +3.1% | +0.2% | +2.9% |
| 6M | +16.8% | +12.9% | +4.0% | +15.3% |
| YTD | +15.2% | -10.7% | +25.9% | +15.5% |
| 1Y | +13.3% | -5.5% | +18.8% | +13.0% |
| 3Y | +5.4% | +45.0% | -39.6% | -1.8% |
| 5Y | +2.7% | +87.4% | -84.7% | -9.1% |
| 10Y | +38.7% | +1,267.4% | -1,228.8% | +4.4% |
| All | +38.7% | +1,313.3% | -1,274.7% | +4.4% |
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