-6.6%
KMB vs ARES
+51.9%
-58.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.6% |
| 7D | -3.0% | -1.7% | -1.4% | -3.1% |
| 30D | -5.5% | +0.3% | -5.7% | -5.5% |
| 3M | +14.0% | +8.5% | +5.5% | +14.3% |
| 6M | +4.1% | +23.5% | -19.4% | +4.5% |
| YTD | +8.0% | -11.2% | +19.3% | +7.2% |
| 1Y | -13.7% | -19.3% | +5.5% | -14.3% |
| All | -6.6% | +51.9% | -58.4% | -5.9% |
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