-4.6%
KWEB vs ARES
+1,142.5%
-1,147.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.8% | -1.3% |
| 7D | -3.6% | -2.7% | -0.9% | -2.8% |
| 30D | -14.9% | -2.4% | -12.5% | -14.5% |
| 3M | -5.4% | +3.9% | -9.3% | -7.3% |
| 6M | -18.9% | +26.4% | -45.2% | -25.9% |
| YTD | -27.2% | -14.9% | -12.3% | -25.1% |
| 1Y | -34.2% | -20.4% | -13.8% | -31.2% |
| 3Y | +0.6% | +38.8% | -38.2% | -16.6% |
| 5Y | -43.5% | +97.0% | -140.5% | -59.3% |
| 10Y | -20.6% | +999.8% | -1,020.4% | -62.4% |
| All | -4.6% | +1,142.5% | -1,147.1% | -57.1% |
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 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