+33.6%
KO vs ARES
-24.4%
+57.9%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +0.1% |
| 7D | -1.1% | -7.7% | +6.6% | -1.7% |
| 30D | +1.6% | -8.7% | +10.3% | +0.9% |
| 3M | +5.8% | +2.8% | +2.9% | +6.4% |
| 6M | +14.3% | +23.1% | -8.8% | +16.4% |
| YTD | +27.3% | -17.3% | +44.6% | +27.3% |
| All | +33.6% | -24.4% | +57.9% | +33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling