+21.2%
HPQ vs ARES
-22.9%
+44.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.8% | +1.9% |
| 7D | +3.5% | -7.7% | +11.2% | +5.9% |
| 30D | +13.7% | -8.7% | +22.4% | +16.8% |
| 3M | +33.9% | +2.8% | +31.0% | +32.4% |
| 6M | +80.9% | +23.1% | +57.9% | +68.9% |
| YTD | +52.6% | -17.3% | +69.8% | +67.5% |
| 1Y | +21.2% | -24.3% | +45.5% | +34.3% |
| All | +21.2% | -22.9% | +44.1% | +34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling