+133.4%
KR vs ARES
+979.8%
-846.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +2.7% |
| 7D | -0.2% | -6.1% | +5.9% | +0.1% |
| 30D | +5.1% | -7.5% | +12.6% | +5.4% |
| 3M | -8.2% | +0.1% | -8.3% | -8.2% |
| 6M | -18.0% | +30.3% | -48.3% | -19.2% |
| YTD | -4.8% | -16.6% | +11.8% | -4.1% |
| 1Y | -11.0% | -26.1% | +15.1% | -9.9% |
| 3Y | +37.7% | +36.4% | +1.2% | +31.6% |
| 5Y | +52.8% | +95.0% | -42.2% | +39.9% |
| All | +133.4% | +979.8% | -846.4% | +83.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling