+58.2%
HCA vs ARES
+34.3%
+23.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.6% | 0.0% |
| 7D | +2.9% | -7.7% | +10.6% | +3.4% |
| 30D | +2.4% | -8.7% | +11.1% | +2.9% |
| 3M | +13.0% | +2.8% | +10.2% | +12.7% |
| 6M | -21.4% | +23.1% | -44.4% | -22.4% |
| YTD | -9.5% | -17.3% | +7.8% | -8.2% |
| 1Y | +7.5% | -24.3% | +31.8% | +9.6% |
| All | +58.2% | +34.3% | +23.9% | +43.3% |
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 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