+1,127.5%
ARES vs ZBH
+20.8%
+1,106.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.4% |
| 7D | +0.5% | -2.3% | +2.7% | +1.3% |
| 30D | +19.7% | +12.5% | +7.2% | +15.0% |
| 3M | -9.0% | +3.9% | -12.9% | -10.4% |
| 6M | +11.5% | +25.4% | -13.9% | +2.8% |
| YTD | -13.8% | +15.7% | -29.5% | -18.9% |
| 1Y | -5.6% | +15.2% | -20.8% | -11.1% |
| 3Y | +36.1% | +0.3% | +35.8% | +30.1% |
| 5Y | +82.7% | -16.1% | +98.7% | +85.4% |
| 10Y | +1,101.7% | +17.8% | +1,083.8% | +968.3% |
| All | +1,127.5% | +20.8% | +1,106.6% | +995.9% |
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