+249.2%
HPE vs ARES
+47.3%
+201.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.1% | +8.8% | +8.3% |
| 7D | +10.1% | -0.3% | +10.5% | +10.3% |
| 30D | +5.3% | +1.3% | +4.0% | +4.4% |
| 3M | +12.7% | +10.4% | +2.3% | +6.1% |
| 6M | +167.7% | +29.0% | +138.6% | +128.8% |
| YTD | +135.5% | -12.2% | +147.6% | +150.1% |
| 1Y | +143.4% | -18.4% | +161.8% | +169.4% |
| 3Y | +249.2% | +43.2% | +206.0% | +175.1% |
| All | +249.2% | +47.3% | +201.9% | +175.1% |
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