+1,164.6%
ARES vs HDB
+158.8%
+1,005.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.8% |
| 7D | -1.7% | +0.4% | -2.1% | -1.9% |
| 30D | +0.3% | -2.8% | +3.1% | +1.2% |
| 3M | +8.5% | -3.5% | +12.0% | +9.6% |
| 6M | +23.5% | -24.7% | +48.2% | +36.5% |
| YTD | -11.2% | -36.6% | +25.3% | +4.4% |
| 1Y | -19.3% | -34.4% | +15.1% | -6.5% |
| 3Y | +48.7% | -24.4% | +73.0% | +59.2% |
| 5Y | +106.5% | -35.4% | +141.9% | +131.4% |
| 10Y | +1,055.3% | +39.5% | +1,015.8% | +890.9% |
| All | +1,164.6% | +158.8% | +1,005.8% | +972.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling