-19.1%
HAL vs ARES
+1,313.3%
-1,332.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.2% | -4.1% | -1.7% |
| 7D | -7.9% | +5.0% | -12.9% | -10.1% |
| 30D | -2.1% | +19.1% | -21.1% | -10.1% |
| 3M | +0.4% | +3.1% | -2.6% | -2.1% |
| 6M | -19.2% | +12.9% | -32.1% | -25.6% |
| YTD | +14.4% | -10.7% | +25.0% | +14.9% |
| 1Y | +18.0% | -5.5% | +23.5% | +14.8% |
| 3Y | -9.7% | +45.0% | -54.7% | -32.6% |
| 5Y | +40.1% | +87.4% | -47.2% | -13.7% |
| 10Y | -19.1% | +1,267.4% | -1,286.5% | -78.9% |
| All | -19.1% | +1,313.3% | -1,332.4% | -78.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling