+132.1%
HON vs ARES
+971.5%
-839.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.4% | -0.5% |
| 7D | -2.6% | -7.7% | +5.1% | -0.3% |
| 30D | -11.9% | -8.7% | -3.2% | -9.6% |
| 3M | -6.1% | +2.8% | -8.9% | -7.5% |
| 6M | -19.2% | +23.1% | -42.3% | -25.1% |
| YTD | +0.2% | -17.3% | +17.4% | +3.9% |
| 1Y | -1.5% | -24.3% | +22.8% | +4.4% |
| 3Y | +17.9% | +34.9% | -17.0% | -0.8% |
| 5Y | +1.9% | +93.5% | -91.5% | -27.3% |
| All | +132.1% | +971.5% | -839.4% | +3.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling