+212.5%
KR vs ARES
+1,181.8%
-969.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.3% |
| 7D | -1.3% | -0.3% | -0.9% | -1.3% |
| 30D | +1.5% | +1.3% | +0.2% | +1.4% |
| 3M | -8.5% | +10.4% | -18.9% | -9.0% |
| 6M | -21.9% | +29.0% | -50.9% | -23.0% |
| YTD | -6.9% | -12.2% | +5.3% | -6.5% |
| 1Y | -14.0% | -18.4% | +4.5% | -13.4% |
| 3Y | +30.3% | +43.2% | -12.9% | +24.7% |
| 5Y | +37.7% | +102.6% | -64.9% | +26.8% |
| 10Y | +125.2% | +1,029.6% | -904.4% | +78.7% |
| All | +212.5% | +1,181.8% | -969.3% | +143.3% |
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