+1,172.8%
ARES vs HDB
+188.2%
+984.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.7% | +1.5% | +3.2% |
| 7D | +5.0% | +13.7% | -8.7% | 0.0% |
| 30D | +19.1% | +15.8% | +3.2% | +12.5% |
| 3M | +3.1% | +9.2% | -6.2% | -0.6% |
| 6M | +12.9% | +3.2% | +9.7% | +10.9% |
| YTD | -10.7% | -29.4% | +18.7% | +0.7% |
| 1Y | -5.5% | -27.9% | +22.4% | +5.4% |
| 3Y | +45.0% | -5.9% | +50.9% | +42.4% |
| 5Y | +87.4% | -23.5% | +110.9% | +97.2% |
| 10Y | +1,267.4% | +61.3% | +1,206.1% | +1,016.8% |
| All | +1,172.8% | +188.2% | +984.6% | +934.5% |
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