+961.2%
ARES vs HRB
+209.1%
+752.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.2% | +0.6% |
| 7D | -6.1% | -8.0% | +2.0% | -4.1% |
| 30D | -7.5% | -16.0% | +8.4% | -3.4% |
| 3M | +0.1% | +26.9% | -26.8% | -7.0% |
| 6M | +30.3% | +51.1% | -20.9% | +13.7% |
| YTD | -16.6% | +7.1% | -23.7% | -19.9% |
| 1Y | -26.1% | -9.6% | -16.5% | -25.6% |
| 3Y | +36.4% | +25.4% | +11.0% | +21.4% |
| 5Y | +95.0% | +114.9% | -19.9% | +46.5% |
| All | +961.2% | +209.1% | +752.0% | +599.7% |
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