+157.0%
MKSI vs ARES
-18.2%
+175.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.0% | +5.2% | +4.5% |
| 7D | +1.8% | -1.7% | +3.4% | +2.3% |
| 30D | -16.8% | +0.3% | -17.1% | -17.0% |
| 3M | -21.1% | +8.5% | -29.6% | -23.1% |
| 6M | +10.8% | +23.5% | -12.6% | +3.7% |
| YTD | +63.3% | -11.2% | +74.6% | +69.1% |
| 1Y | +157.0% | -19.3% | +176.3% | +179.6% |
| All | +157.0% | -18.2% | +175.2% | +179.6% |
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