+130.2%
KMI vs ARES
+971.5%
-841.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.3% | -0.7% |
| 7D | -2.1% | -7.7% | +5.6% | 0.0% |
| 30D | -1.7% | -8.7% | +7.0% | +0.5% |
| 3M | -1.9% | +2.8% | -4.7% | -3.4% |
| 6M | -4.3% | +23.1% | -27.4% | -11.1% |
| YTD | +15.8% | -17.3% | +33.1% | +19.1% |
| 1Y | +17.6% | -24.3% | +41.9% | +23.5% |
| 3Y | +113.1% | +34.9% | +78.2% | +82.7% |
| 5Y | +154.0% | +93.5% | +60.5% | +87.1% |
| All | +130.2% | +971.5% | -841.3% | +6.9% |
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 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