-24.6%
KVUE vs ARES
+80.8%
-105.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.1% | -0.4% | -3.2% |
| 7D | -7.2% | -2.7% | -4.5% | -7.0% |
| 30D | -5.7% | -2.4% | -3.3% | -5.5% |
| 3M | +0.2% | +3.9% | -3.8% | -0.3% |
| 6M | 0.0% | +26.4% | -26.4% | -2.4% |
| YTD | +6.5% | -14.9% | +21.4% | +7.6% |
| 1Y | -1.4% | -20.4% | +19.0% | -0.3% |
| 3Y | -5.6% | +38.8% | -44.4% | -9.2% |
| All | -24.6% | +80.8% | -105.4% | -27.5% |
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