-6.7%
ARES vs THC
+49.8%
-56.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.2% |
| 7D | +0.8% | +0.2% | +0.5% | +0.7% |
| 30D | +16.7% | +9.0% | +7.7% | +15.4% |
| 3M | -2.6% | +12.9% | -15.5% | -4.1% |
| 6M | +13.0% | +52.8% | -39.9% | +7.7% |
| YTD | -11.7% | +47.4% | -59.2% | -14.3% |
| 1Y | -6.7% | +47.7% | -54.4% | -9.5% |
| All | -6.7% | +49.8% | -56.5% | -9.5% |
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