+77.6%
HL vs ARES
-23.8%
+101.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.4% |
| 7D | -4.4% | -6.1% | +1.7% | -3.0% |
| 30D | +9.3% | -7.5% | +16.8% | +11.1% |
| 3M | +32.0% | +0.1% | +31.9% | +31.5% |
| 6M | -6.4% | +30.3% | -36.7% | -10.5% |
| YTD | +3.1% | -16.6% | +19.8% | +8.4% |
| 1Y | +77.6% | -26.1% | +103.7% | +88.6% |
| All | +77.6% | -23.8% | +101.3% | +88.6% |
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