+80.9%
ARES vs HAS
+49.5%
+31.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.3% | -2.5% |
| 7D | -0.3% | +1.6% | -1.9% | -0.9% |
| 30D | +15.3% | +26.6% | -11.3% | +4.8% |
| 3M | -5.4% | +29.0% | -34.4% | -14.7% |
| 6M | +10.0% | +30.6% | -20.6% | -2.1% |
| YTD | -14.7% | +51.5% | -66.2% | -29.4% |
| 1Y | -9.7% | +58.5% | -68.2% | -26.8% |
| 3Y | +35.8% | +214.1% | -178.3% | -22.2% |
| 5Y | +80.9% | +50.2% | +30.7% | +65.5% |
| All | +80.9% | +49.5% | +31.3% | +65.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling