-26.7%
HAL vs ARES
+1,196.0%
-1,222.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.2% |
| 7D | +2.9% | -1.7% | +4.6% | +3.6% |
| 30D | +17.0% | +0.3% | +16.8% | +16.5% |
| 3M | -9.7% | +8.5% | -18.1% | -13.8% |
| 6M | +8.6% | +23.5% | -14.8% | -3.6% |
| YTD | +33.0% | -11.2% | +44.2% | +34.8% |
| 1Y | +68.3% | -19.3% | +87.6% | +76.9% |
| 3Y | +0.1% | +48.7% | -48.5% | -22.7% |
| 5Y | +102.6% | +106.5% | -3.9% | +28.3% |
| 10Y | +3.8% | +1,055.3% | -1,051.5% | -64.4% |
| All | -26.7% | +1,196.0% | -1,222.6% | -76.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling