+109.7%
HAL vs ARES
+105.3%
+4.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.4% |
| 7D | +0.5% | -0.3% | +0.8% | +0.5% |
| 30D | +15.9% | +1.3% | +14.6% | +15.1% |
| 3M | -8.7% | +10.4% | -19.1% | -12.6% |
| 6M | +9.0% | +29.0% | -20.0% | -2.5% |
| YTD | +32.0% | -12.2% | +44.2% | +35.5% |
| 1Y | +72.5% | -18.4% | +90.9% | +81.1% |
| 3Y | -4.5% | +43.2% | -47.7% | -21.1% |
| 5Y | +109.7% | +102.6% | +7.1% | +50.2% |
| All | +109.7% | +105.3% | +4.4% | +50.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling