+80.9%
ARES vs HIG
+107.2%
-26.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.2% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | +15.3% | +4.4% | +10.9% | +12.5% |
| 3M | -5.4% | 0.0% | -5.4% | -5.5% |
| 6M | +10.0% | +3.8% | +6.2% | +6.4% |
| YTD | -14.7% | +0.7% | -15.4% | -16.4% |
| 1Y | -9.7% | +5.0% | -14.7% | -14.2% |
| 3Y | +35.8% | +95.3% | -59.5% | -19.2% |
| 5Y | +80.9% | +110.8% | -29.9% | -1.9% |
| All | +80.9% | +107.2% | -26.3% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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