+961.2%
ARES vs HALO
+979.6%
-18.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -6.1% | -2.7% | -3.4% | -5.5% |
| 30D | -7.5% | +5.3% | -12.8% | -8.5% |
| 3M | +0.1% | +51.6% | -51.5% | -8.7% |
| 6M | +30.3% | +61.3% | -31.0% | +17.1% |
| YTD | -16.6% | +59.3% | -75.9% | -25.1% |
| 1Y | -26.1% | +38.3% | -64.4% | -31.8% |
| 3Y | +36.4% | +185.9% | -149.4% | +2.7% |
| 5Y | +95.0% | +159.9% | -65.0% | +47.4% |
| All | +961.2% | +979.6% | -18.4% | +531.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 10y: compounded portfolio wealth divided by compounded HALO 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…
10y analysis · Full analysis span regression · 6 months rolling