+1,171.2%
ARES vs HSY
+145.3%
+1,025.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | +8.1% | +3.8% | +4.3% | +7.3% |
| 30D | +18.9% | +6.9% | +12.0% | +17.3% |
| 3M | +2.3% | -4.1% | +6.4% | +3.1% |
| 6M | +12.7% | -5.0% | +17.7% | +13.3% |
| YTD | -10.8% | -2.3% | -8.5% | -11.7% |
| 1Y | -5.3% | +6.1% | -11.4% | -8.3% |
| 3Y | +42.0% | -0.7% | +42.7% | +36.5% |
| 5Y | +88.3% | +9.9% | +78.4% | +72.8% |
| 10Y | +1,148.2% | +127.8% | +1,020.4% | +926.5% |
| All | +1,171.2% | +145.3% | +1,025.9% | +937.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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