+375.7%
KORU vs ARES
-23.8%
+399.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.2% | +8.4% |
| 7D | -1.7% | -6.1% | +4.4% | +3.5% |
| 30D | +13.5% | -7.5% | +21.1% | +21.0% |
| 3M | -45.2% | +0.1% | -45.3% | -44.5% |
| 6M | +17.1% | +30.3% | -13.1% | +6.4% |
| YTD | +154.1% | -16.6% | +170.8% | +179.3% |
| 1Y | +375.7% | -26.1% | +401.8% | +444.2% |
| All | +375.7% | -23.8% | +399.5% | +444.2% |
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