+217.2%
HPQ vs ARES
+971.5%
-754.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.8% | +2.1% |
| 7D | +3.5% | -7.7% | +11.2% | +6.7% |
| 30D | +13.7% | -8.7% | +22.4% | +17.7% |
| 3M | +33.9% | +2.8% | +31.0% | +31.4% |
| 6M | +80.9% | +23.1% | +57.9% | +63.7% |
| YTD | +52.6% | -17.3% | +69.8% | +60.6% |
| 1Y | +21.2% | -24.3% | +45.5% | +32.0% |
| 3Y | +26.9% | +34.9% | -8.0% | +6.6% |
| 5Y | +41.1% | +93.5% | -52.3% | -1.0% |
| All | +217.2% | +971.5% | -754.3% | +31.9% |
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