+43.2%
ARES vs HBM
+522.1%
-478.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.8% | -6.8% | -2.2% |
| 7D | -0.3% | +7.4% | -7.7% | -1.7% |
| 30D | +1.3% | +5.1% | -3.8% | +0.1% |
| 3M | +10.4% | +11.1% | -0.8% | +7.3% |
| 6M | +29.0% | +30.2% | -1.2% | +20.3% |
| YTD | -12.2% | +46.2% | -58.4% | -21.3% |
| 1Y | -18.4% | +120.0% | -138.5% | -34.5% |
| 3Y | +43.2% | +527.4% | -484.2% | -11.5% |
| All | +43.2% | +522.1% | -478.9% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 3y: compounded portfolio wealth divided by compounded HBM 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…
3y analysis · Full analysis span regression · 6 months rolling