+34.8%
ARES vs HRB
+24.3%
+10.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.3% |
| 7D | -0.3% | -7.8% | +7.5% | +0.7% |
| 30D | +15.3% | +15.7% | -0.5% | +13.2% |
| 3M | -5.4% | -5.5% | +0.1% | -5.0% |
| 6M | +10.0% | +41.1% | -31.1% | +4.9% |
| YTD | -14.7% | +20.4% | -35.0% | -16.5% |
| 1Y | -9.7% | +15.2% | -24.9% | -11.1% |
| All | +34.8% | +24.3% | +10.5% | +25.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling