+127.0%
HOOD vs ARES
+90.6%
+36.4%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.2% | -1.2% | -0.6% |
| 7D | -0.6% | +5.0% | -5.6% | -4.9% |
| 30D | -23.6% | +19.1% | -42.6% | -34.9% |
| 3M | -10.7% | +3.1% | -13.8% | -13.4% |
| 6M | +8.2% | +12.9% | -4.7% | -4.6% |
| YTD | -26.3% | -10.7% | -15.7% | -21.3% |
| 1Y | -36.1% | -5.5% | -30.5% | -35.4% |
| 3Y | +950.7% | +45.0% | +905.7% | +628.0% |
| 5Y | +127.0% | +87.4% | +39.6% | +15.0% |
| All | +127.0% | +90.6% | +36.4% | +15.0% |
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 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