-11.0%
KR vs ARES
-23.8%
+12.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +2.7% |
| 7D | -0.2% | -6.1% | +5.9% | -0.3% |
| 30D | +5.1% | -7.5% | +12.6% | +4.9% |
| 3M | -8.2% | +0.1% | -8.3% | -8.1% |
| 6M | -18.0% | +30.3% | -48.3% | -17.3% |
| YTD | -4.8% | -16.6% | +11.8% | -4.4% |
| 1Y | -11.0% | -26.1% | +15.1% | -11.1% |
| All | -11.0% | -23.8% | +12.8% | -11.1% |
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 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