+1,267.4%
ARES vs HAS
+106.1%
+1,161.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +3.5% |
| 7D | +5.0% | +2.2% | +2.8% | +4.2% |
| 30D | +19.1% | +29.6% | -10.5% | +7.6% |
| 3M | +3.1% | +30.3% | -27.2% | -7.1% |
| 6M | +12.9% | +25.6% | -12.8% | +2.3% |
| YTD | -10.7% | +50.8% | -61.5% | -25.3% |
| 1Y | -5.5% | +63.0% | -68.6% | -23.5% |
| 3Y | +45.0% | +211.6% | -166.6% | -12.1% |
| 5Y | +87.4% | +50.4% | +37.0% | +51.1% |
| 10Y | +1,267.4% | +101.9% | +1,165.5% | +881.0% |
| All | +1,267.4% | +106.1% | +1,161.3% | +881.0% |
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