+1,173.1%
MRVL vs ARES
+1,112.4%
+60.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.0% | -5.7% | -5.2% |
| 7D | +11.0% | +0.5% | +10.5% | +10.8% |
| 30D | -36.1% | +19.7% | -55.8% | -43.2% |
| 3M | -29.4% | -9.0% | -20.5% | -26.6% |
| 6M | -11.9% | +11.5% | -23.4% | -19.6% |
| YTD | +84.8% | -13.8% | +98.6% | +90.7% |
| 1Y | +79.4% | -5.6% | +85.0% | +74.0% |
| 3Y | +195.7% | +36.1% | +159.6% | +132.6% |
| 5Y | +117.2% | +82.7% | +34.5% | +43.2% |
| All | +1,173.1% | +1,112.4% | +60.7% | +360.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling