+1,115.4%
ARES vs HSY
+144.4%
+971.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.8% | -1.6% | -3.0% |
| 7D | -0.3% | -2.3% | +2.0% | +0.1% |
| 30D | +15.3% | +6.3% | +9.0% | +13.9% |
| 3M | -5.4% | -5.2% | -0.2% | -4.5% |
| 6M | +10.0% | -8.3% | +18.3% | +11.5% |
| YTD | -14.7% | -2.7% | -12.0% | -15.5% |
| 1Y | -9.7% | +0.1% | -9.8% | -11.3% |
| 3Y | +35.8% | -1.0% | +36.9% | +30.6% |
| 5Y | +80.9% | +10.6% | +70.3% | +65.5% |
| 10Y | +1,089.9% | +127.0% | +962.9% | +879.3% |
| All | +1,115.4% | +144.4% | +971.1% | +892.7% |
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