+68.3%
HAL vs ARES
-18.2%
+86.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.5% |
| 7D | +2.9% | -1.7% | +4.6% | +3.1% |
| 30D | +17.0% | +0.3% | +16.8% | +16.8% |
| 3M | -9.7% | +8.5% | -18.1% | -10.6% |
| 6M | +8.6% | +23.5% | -14.8% | +5.2% |
| YTD | +33.0% | -11.2% | +44.2% | +40.8% |
| 1Y | +68.3% | -19.3% | +87.6% | +74.9% |
| All | +68.3% | -18.2% | +86.5% | +74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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