+1,148.2%
ARES vs HAS
+102.6%
+1,045.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.9% | -0.4% |
| 7D | +8.1% | +3.3% | +4.9% | +6.9% |
| 30D | +18.9% | +30.5% | -11.6% | +7.1% |
| 3M | +2.3% | +29.9% | -27.5% | -7.7% |
| 6M | +12.7% | +26.5% | -13.8% | +1.9% |
| YTD | -10.8% | +51.9% | -62.7% | -25.5% |
| 1Y | -5.3% | +60.9% | -66.2% | -22.9% |
| 3Y | +42.0% | +215.0% | -172.9% | -14.2% |
| 5Y | +88.3% | +51.5% | +36.8% | +51.4% |
| 10Y | +1,148.2% | +102.2% | +1,046.0% | +790.2% |
| All | +1,148.2% | +102.6% | +1,045.6% | +790.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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