+118.0%
KMI vs ARES
+38.2%
+79.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.3% |
| 7D | -1.8% | -2.7% | +0.9% | -1.4% |
| 30D | +0.1% | -2.4% | +2.5% | +0.3% |
| 3M | +1.2% | +3.9% | -2.8% | +0.2% |
| 6M | -3.9% | +26.4% | -30.3% | -8.6% |
| YTD | +17.5% | -14.9% | +32.4% | +20.9% |
| 1Y | +22.6% | -20.4% | +43.1% | +27.7% |
| All | +118.0% | +38.2% | +79.8% | +100.8% |
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