-6.9%
ARES vs HTZ
-60.6%
+53.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +9.2% | -3.0% | +5.0% |
| 7D | +10.5% | +18.9% | -8.4% | +8.1% |
| 30D | +16.8% | +26.3% | -9.4% | +13.1% |
| 3M | -3.2% | +49.7% | -52.9% | -10.7% |
| 6M | +16.4% | -61.1% | +77.5% | +35.0% |
| YTD | -12.4% | -56.0% | +43.6% | -4.0% |
| 1Y | -6.9% | -66.4% | +59.6% | +8.9% |
| All | -6.9% | -60.6% | +53.8% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 1y: compounded portfolio wealth divided by compounded HTZ 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…
1y analysis · Full analysis span regression · 6 months rolling