+1,101.7%
ARES vs HRB
+221.6%
+880.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.4% |
| 7D | +0.5% | -5.1% | +5.6% | +1.8% |
| 30D | +19.7% | +8.7% | +11.0% | +17.0% |
| 3M | -9.0% | -5.4% | -3.6% | -8.0% |
| 6M | +11.5% | +41.6% | -30.0% | +0.1% |
| YTD | -13.8% | +18.7% | -32.5% | -19.6% |
| 1Y | -5.6% | +16.4% | -22.0% | -11.5% |
| 3Y | +36.1% | +22.0% | +14.1% | +22.5% |
| 5Y | +82.7% | +141.2% | -58.5% | +32.9% |
| All | +1,101.7% | +221.6% | +880.1% | +687.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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