+370.3%
HPE vs ARES
+1,112.4%
-742.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.0% | -4.7% | -4.1% |
| 7D | +7.9% | +0.5% | +7.4% | +7.6% |
| 30D | -23.5% | +19.7% | -43.1% | -29.7% |
| 3M | -19.1% | -9.0% | -10.1% | -16.4% |
| 6M | +51.4% | +11.5% | +39.9% | +42.3% |
| YTD | +103.4% | -13.8% | +117.3% | +110.2% |
| 1Y | +114.4% | -5.6% | +120.0% | +112.5% |
| 3Y | +224.7% | +36.1% | +188.6% | +175.7% |
| 5Y | +277.8% | +82.7% | +195.1% | +175.6% |
| All | +370.3% | +1,112.4% | -742.2% | +90.4% |
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