+7.4%
HAL vs ARES
+1,006.5%
-999.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.0% | +2.3% |
| 7D | -1.3% | -2.7% | +1.3% | -0.2% |
| 30D | +10.9% | -2.4% | +13.3% | +11.5% |
| 3M | -5.8% | +3.9% | -9.8% | -8.8% |
| 6M | +8.1% | +26.4% | -18.3% | -6.2% |
| YTD | +33.2% | -14.9% | +48.1% | +37.7% |
| 1Y | +74.2% | -20.4% | +94.6% | +84.6% |
| 3Y | -3.7% | +38.8% | -42.5% | -25.9% |
| 5Y | +111.9% | +97.0% | +14.9% | +28.2% |
| 10Y | +7.4% | +999.8% | -992.4% | -68.1% |
| All | +7.4% | +1,006.5% | -999.1% | -68.1% |
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