-8.7%
KVUE vs ARES
+35.4%
-44.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.8% | -0.1% |
| 7D | -5.1% | -6.1% | +0.9% | -4.6% |
| 30D | -6.3% | -7.5% | +1.2% | -5.7% |
| 3M | -0.5% | +0.1% | -0.6% | -0.6% |
| 6M | +3.1% | +30.3% | -27.2% | 0.0% |
| YTD | +6.7% | -16.6% | +23.3% | +8.2% |
| 1Y | -1.1% | -26.1% | +25.0% | +0.7% |
| 3Y | -8.7% | +36.4% | -45.2% | -15.2% |
| All | -8.7% | +35.4% | -44.1% | -15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling