+1,112.5%
ARES vs HALO
+1,359.1%
-246.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.2% | -2.9% |
| 7D | -2.7% | -2.1% | -0.6% | -2.3% |
| 30D | -2.4% | +4.6% | -7.0% | -3.2% |
| 3M | +3.9% | +50.2% | -46.3% | -3.7% |
| 6M | +26.4% | +57.6% | -31.2% | +15.9% |
| YTD | -14.9% | +59.6% | -74.5% | -22.3% |
| 1Y | -20.4% | +41.2% | -61.6% | -25.9% |
| 3Y | +38.8% | +178.9% | -140.1% | +10.4% |
| 5Y | +97.0% | +160.1% | -63.1% | +56.7% |
| 10Y | +999.8% | +967.5% | +32.3% | +597.6% |
| All | +1,112.5% | +1,359.1% | -246.6% | +681.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling