+616.7%
HLT vs ARES
+1,107.9%
-491.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.5% | +0.6% |
| 7D | -2.6% | -7.7% | +5.1% | -0.2% |
| 30D | -2.6% | -8.7% | +6.1% | 0.0% |
| 3M | -9.4% | +2.8% | -12.2% | -10.9% |
| 6M | +2.7% | +23.1% | -20.3% | -5.4% |
| YTD | +6.8% | -17.3% | +24.0% | +10.6% |
| 1Y | +12.4% | -24.3% | +36.7% | +19.2% |
| 3Y | +100.2% | +34.9% | +65.2% | +71.6% |
| 5Y | +143.7% | +93.5% | +50.2% | +81.9% |
| 10Y | +584.9% | +969.2% | -384.3% | +240.5% |
| All | +616.7% | +1,107.9% | -491.2% | +231.3% |
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 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