+987.9%
MRNA vs ARES
-9.0%
+996.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +6.1% | +7.0% | +10.1% |
| 7D | +20.6% | +10.5% | +10.1% | +15.1% |
| 30D | +27.1% | +16.8% | +10.3% | +17.3% |
| 3M | +353.4% | -3.2% | +356.6% | +363.2% |
| 6M | +446.3% | +16.4% | +429.8% | +426.5% |
| YTD | +776.2% | -12.4% | +788.6% | +799.1% |
| 1Y | +987.9% | -6.9% | +994.8% | +951.3% |
| All | +987.9% | -9.0% | +996.9% | +951.3% |
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