+38.6%
HPQ vs ARES
+97.0%
-58.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.1% | +8.0% | +6.1% |
| 7D | +2.2% | -2.7% | +4.9% | +3.2% |
| 30D | +9.7% | -2.4% | +12.1% | +10.6% |
| 3M | +32.7% | +3.9% | +28.8% | +29.8% |
| 6M | +77.7% | +26.4% | +51.3% | +59.0% |
| YTD | +51.0% | -14.9% | +65.9% | +58.3% |
| 1Y | +18.4% | -20.4% | +38.8% | +27.2% |
| 3Y | +25.6% | +38.8% | -13.2% | +3.4% |
| 5Y | +38.6% | +97.0% | -58.3% | -7.5% |
| All | +38.6% | +97.0% | -58.4% | -7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling