+121.8%
MRVL vs ARES
+88.3%
+33.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +4.2% | +5.3% | +6.6% |
| 7D | -9.8% | +5.0% | -14.8% | -12.9% |
| 30D | -43.8% | +19.1% | -62.9% | -51.0% |
| 3M | -29.3% | +3.1% | -32.4% | -32.1% |
| 6M | -9.1% | +12.9% | -21.9% | -19.3% |
| YTD | +82.2% | -10.7% | +92.9% | +86.3% |
| 1Y | +70.3% | -5.5% | +75.9% | +64.9% |
| 3Y | +197.0% | +45.0% | +152.0% | +94.2% |
| All | +121.8% | +88.3% | +33.5% | -9.1% |
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 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