+237.2%
HPE vs ARES
+36.2%
+201.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.3% | +3.2% | +1.4% |
| 7D | +13.6% | -0.3% | +13.9% | +13.7% |
| 30D | -27.1% | +15.3% | -42.4% | -32.6% |
| 3M | -14.5% | -5.4% | -9.1% | -12.8% |
| 6M | +66.9% | +10.0% | +56.9% | +56.1% |
| YTD | +111.3% | -14.7% | +126.0% | +126.3% |
| 1Y | +117.5% | -9.7% | +127.2% | +124.0% |
| All | +237.2% | +36.2% | +201.1% | +169.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling