+22.5%
KORU vs ARES
-9.0%
+31.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +6.1% | -11.4% | -9.9% |
| 7D | -24.3% | +10.5% | -34.8% | -30.9% |
| 30D | -54.2% | +16.8% | -71.1% | -60.4% |
| 3M | -45.4% | -3.2% | -42.2% | -44.2% |
| 6M | -66.5% | +16.4% | -82.9% | -68.7% |
| YTD | +14.9% | -12.4% | +27.3% | +18.5% |
| 1Y | +22.5% | -6.9% | +29.4% | +20.0% |
| All | +22.5% | -9.0% | +31.5% | +20.0% |
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