+304.8%
MRVL vs ARES
+48.9%
+255.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.0% | +8.0% | +7.6% |
| 7D | +3.2% | -1.7% | +4.9% | +4.2% |
| 30D | +5.9% | +0.3% | +5.7% | +5.4% |
| 3M | -29.3% | +8.5% | -37.8% | -33.3% |
| 6M | +186.5% | +23.5% | +163.0% | +143.8% |
| YTD | +163.4% | -11.2% | +174.7% | +180.6% |
| 1Y | +249.5% | -19.3% | +268.8% | +294.6% |
| All | +304.8% | +48.9% | +255.9% | +206.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling