+48.6%
ARES vs ALHC
+140.1%
-91.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -1.0% |
| 7D | -1.7% | -0.6% | -1.1% | -1.7% |
| 30D | +0.3% | -1.0% | +1.3% | +0.3% |
| 3M | +8.5% | -10.2% | +18.6% | +8.2% |
| 6M | +23.5% | -28.3% | +51.8% | +23.9% |
| YTD | -11.2% | -31.4% | +20.2% | -10.9% |
| 1Y | -19.3% | -16.9% | -2.4% | -19.4% |
| All | +48.6% | +140.1% | -91.5% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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