+280.4%
MRVL vs ARES
+105.3%
+175.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.6% |
| 7D | +7.1% | -0.3% | +7.5% | +7.3% |
| 30D | +3.1% | +1.3% | +1.8% | +1.7% |
| 3M | -21.9% | +10.4% | -32.3% | -28.6% |
| 6M | +151.8% | +29.0% | +122.8% | +101.5% |
| YTD | +165.6% | -12.2% | +177.8% | +178.9% |
| 1Y | +242.3% | -18.4% | +260.7% | +272.4% |
| 3Y | +308.2% | +43.2% | +265.0% | +173.7% |
| 5Y | +280.4% | +102.6% | +177.8% | +77.3% |
| All | +280.4% | +105.3% | +175.1% | +77.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling