-23.2%
HD vs ARES
-18.8%
-4.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.1% |
| 7D | -1.2% | -0.3% | -0.8% | -1.1% |
| 30D | -11.1% | +1.3% | -12.4% | -11.3% |
| 3M | +2.0% | +10.4% | -8.3% | +0.8% |
| 6M | -10.5% | +29.0% | -39.5% | -13.4% |
| YTD | -6.9% | -12.2% | +5.3% | -6.8% |
| 1Y | -23.2% | -18.4% | -4.7% | -22.8% |
| All | -23.2% | -18.8% | -4.4% | -22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling