+82.8%
ARES vs BMRN
-30.6%
+113.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.7% |
| 7D | +0.5% | +2.1% | -1.7% | -0.2% |
| 30D | +19.7% | +3.8% | +15.9% | +18.4% |
| 3M | -9.0% | -16.5% | +7.5% | -3.9% |
| 6M | +11.5% | +6.9% | +4.7% | +8.5% |
| YTD | -13.8% | -3.7% | -10.1% | -13.7% |
| 1Y | -5.6% | +5.6% | -11.1% | -8.9% |
| 3Y | +36.1% | -31.4% | +67.5% | +46.8% |
| All | +82.8% | -30.6% | +113.4% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BMRN.
Daily Out/Under-Performance
Portfolio return minus BMRN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMRN 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 BMRN 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