+777.8%
HCA vs ARES
+1,142.5%
-364.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.1% | +8.0% | +5.6% |
| 7D | +4.9% | -2.7% | +7.6% | +5.5% |
| 30D | +1.9% | -2.4% | +4.3% | +2.3% |
| 3M | +12.7% | +3.9% | +8.8% | +11.2% |
| 6M | -22.3% | +26.4% | -48.7% | -27.3% |
| YTD | -9.3% | -14.9% | +5.6% | -7.5% |
| 1Y | +2.7% | -20.4% | +23.1% | +6.0% |
| 3Y | +57.8% | +38.8% | +19.0% | +34.3% |
| 5Y | +70.3% | +97.0% | -26.6% | +27.4% |
| 10Y | +499.7% | +999.8% | -500.1% | +213.4% |
| All | +777.8% | +1,142.5% | -364.8% | +343.1% |
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 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