+213.3%
KO vs ARES
+1,142.5%
-929.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.1% | -0.6% |
| 7D | -0.8% | -2.7% | +1.9% | -0.5% |
| 30D | +0.8% | -2.4% | +3.2% | +1.0% |
| 3M | +8.3% | +3.9% | +4.4% | +7.7% |
| 6M | +14.0% | +26.4% | -12.3% | +10.6% |
| YTD | +26.9% | -14.9% | +41.8% | +28.2% |
| 1Y | +32.7% | -20.4% | +53.1% | +34.8% |
| 3Y | +63.9% | +38.8% | +25.2% | +50.6% |
| 5Y | +81.7% | +97.0% | -15.3% | +54.8% |
| 10Y | +183.0% | +999.8% | -816.8% | +100.1% |
| All | +213.3% | +1,142.5% | -929.3% | +118.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling