-6.9%
ARES vs THC
+46.1%
-53.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +9.6% | -3.4% | +4.9% |
| 7D | +10.5% | +8.8% | +1.7% | +9.3% |
| 30D | +16.8% | +12.6% | +4.2% | +15.2% |
| 3M | -3.2% | +15.4% | -18.6% | -4.9% |
| 6M | +16.4% | +57.7% | -41.2% | +10.8% |
| YTD | -12.4% | +47.1% | -59.5% | -15.1% |
| 1Y | -6.9% | +40.7% | -47.5% | -9.3% |
| All | -6.9% | +46.1% | -53.0% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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