-14.9%
HAL vs ARES
+1,112.4%
-1,127.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +2.7% |
| 7D | +6.1% | +0.5% | +5.6% | +5.8% |
| 30D | +2.9% | +19.7% | -16.8% | -5.8% |
| 3M | +3.3% | -9.0% | +12.3% | +6.7% |
| 6M | -16.9% | +11.5% | -28.5% | -23.2% |
| YTD | +21.2% | -13.8% | +35.0% | +23.7% |
| 1Y | +27.5% | -5.6% | +33.1% | +23.8% |
| 3Y | -6.4% | +36.1% | -42.6% | -28.1% |
| 5Y | +58.0% | +82.7% | -24.7% | -2.1% |
| All | -14.9% | +1,112.4% | -1,127.3% | -76.8% |
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