+1,148.2%
ARES vs HDB
+61.4%
+1,086.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.4% |
| 7D | +8.1% | +12.7% | -4.6% | +3.0% |
| 30D | +18.9% | +16.6% | +2.3% | +11.5% |
| 3M | +2.3% | +10.8% | -8.4% | -2.2% |
| 6M | +12.7% | +3.8% | +8.9% | +10.3% |
| YTD | -10.8% | -28.9% | +18.1% | +1.4% |
| 1Y | -5.3% | -28.0% | +22.6% | +6.8% |
| 3Y | +42.0% | -7.2% | +49.2% | +39.7% |
| 5Y | +88.3% | -22.2% | +110.5% | +97.2% |
| 10Y | +1,148.2% | +63.6% | +1,084.7% | +961.0% |
| All | +1,148.2% | +61.4% | +1,086.8% | +961.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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