+10.0%
KORU vs ARES
+1,196.0%
-1,186.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.0% | +14.4% | +14.3% |
| 7D | +13.0% | -1.7% | +14.7% | +14.6% |
| 30D | +27.3% | +0.3% | +27.0% | +27.2% |
| 3M | -55.3% | +8.5% | -63.8% | -57.2% |
| 6M | +11.6% | +23.5% | -11.9% | -3.3% |
| YTD | +158.5% | -11.2% | +169.8% | +185.2% |
| 1Y | +482.2% | -19.3% | +501.4% | +589.0% |
| 3Y | +471.9% | +48.7% | +423.2% | +301.4% |
| 5Y | +41.1% | +106.5% | -65.4% | -21.1% |
| 10Y | +80.2% | +1,055.3% | -975.1% | -59.3% |
| All | +10.0% | +1,196.0% | -1,186.0% | -78.1% |
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