+93.5%
ARES vs ZBH
-31.2%
+124.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.5% | -2.0% |
| 7D | -7.7% | -6.6% | -1.1% | -5.7% |
| 30D | -8.7% | -4.9% | -3.8% | -7.3% |
| 3M | +2.8% | +5.1% | -2.3% | +0.7% |
| 6M | +23.1% | +1.3% | +21.7% | +21.4% |
| YTD | -17.3% | +3.4% | -20.6% | -19.0% |
| 1Y | -24.3% | -8.7% | -15.6% | -23.2% |
| 3Y | +34.9% | -21.2% | +56.1% | +42.2% |
| 5Y | +93.5% | -29.2% | +122.7% | +102.2% |
| All | +93.5% | -31.2% | +124.6% | +102.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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