+138.4%
HLT vs ARES
+94.4%
+44.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.3% |
| 7D | -1.6% | -6.1% | +4.5% | +0.5% |
| 30D | -5.0% | -7.5% | +2.5% | -2.6% |
| 3M | -10.4% | +0.1% | -10.5% | -11.3% |
| 6M | +3.2% | +30.3% | -27.0% | -8.3% |
| YTD | +6.7% | -16.6% | +23.4% | +11.4% |
| 1Y | +10.3% | -26.1% | +36.4% | +20.2% |
| 3Y | +99.3% | +36.4% | +62.9% | +58.9% |
| All | +138.4% | +94.4% | +44.0% | +55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling