-5.2%
ARES vs HAS
+61.8%
-67.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +3.8% |
| 7D | +5.0% | +2.2% | +2.8% | +4.5% |
| 30D | +19.1% | +29.6% | -10.5% | +13.0% |
| 3M | +3.1% | +30.3% | -27.2% | -2.3% |
| 6M | +12.9% | +25.6% | -12.8% | +7.6% |
| YTD | -10.7% | +50.8% | -61.5% | -18.5% |
| All | -5.2% | +61.8% | -67.0% | -14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling