+1,164.6%
ARES vs ZBH
+14.5%
+1,150.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.7% |
| 7D | -1.7% | -2.8% | +1.1% | -0.7% |
| 30D | +0.3% | -0.1% | +0.4% | +0.3% |
| 3M | +8.5% | +13.4% | -5.0% | +3.6% |
| 6M | +23.5% | +3.0% | +20.5% | +21.2% |
| YTD | -11.2% | +9.7% | -20.9% | -14.8% |
| 1Y | -19.3% | -5.4% | -13.9% | -19.1% |
| 3Y | +48.7% | -15.6% | +64.2% | +51.3% |
| 5Y | +106.5% | -28.1% | +134.7% | +120.5% |
| 10Y | +1,055.3% | -15.2% | +1,070.6% | +1,002.7% |
| All | +1,164.6% | +14.5% | +1,150.1% | +1,051.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling