-13.7%
HAL vs ARES
+37.4%
-51.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | -12.0% | +4.5% | -16.5% | -13.2% |
| 30D | +0.3% | +15.7% | -15.5% | -4.2% |
| 3M | -1.6% | -2.0% | +0.4% | -1.6% |
| 6M | -20.5% | +10.4% | -30.9% | -24.1% |
| YTD | +14.2% | -14.2% | +28.5% | +19.4% |
| 1Y | +18.9% | -7.8% | +26.6% | +19.7% |
| 3Y | -13.7% | +41.4% | -55.1% | -28.2% |
| All | -13.7% | +37.4% | -51.2% | -28.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling