+654.5%
MRNA vs ARES
+719.2%
-64.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.5% | -3.2% |
| 7D | -9.0% | -0.3% | -8.7% | -8.9% |
| 30D | +137.2% | +1.3% | +135.9% | +137.5% |
| 3M | +194.8% | +10.4% | +184.4% | +185.7% |
| 6M | +167.2% | +29.0% | +138.2% | +145.4% |
| YTD | +375.9% | -12.2% | +388.0% | +389.8% |
| 1Y | +465.2% | -18.4% | +483.6% | +492.9% |
| 3Y | +30.4% | +43.2% | -12.8% | +12.9% |
| 5Y | -66.8% | +102.6% | -169.4% | -74.7% |
| All | +654.5% | +719.2% | -64.7% | +295.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling