+93.5%
ARES vs ZBRA
-40.9%
+134.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.5% | -2.7% |
| 7D | -7.7% | -3.8% | -3.9% | -6.1% |
| 30D | -8.7% | -10.2% | +1.5% | -4.4% |
| 3M | +2.8% | +58.7% | -55.8% | -19.0% |
| 6M | +23.1% | +61.9% | -38.8% | -4.9% |
| YTD | -17.3% | +41.7% | -58.9% | -31.9% |
| 1Y | -24.3% | +12.4% | -36.6% | -31.0% |
| 3Y | +34.9% | +34.2% | +0.7% | +9.3% |
| 5Y | +93.5% | -40.8% | +134.2% | +139.8% |
| All | +93.5% | -40.9% | +134.4% | +139.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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