+1,127.5%
ARES vs ZBRA
+359.4%
+768.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -1.0% | +0.3% |
| 7D | +0.5% | +0.6% | -0.1% | +0.3% |
| 30D | +19.7% | -14.0% | +33.7% | +26.1% |
| 3M | -9.0% | -14.7% | +5.7% | -4.0% |
| 6M | +11.5% | +31.3% | -19.8% | -1.4% |
| YTD | -13.8% | +33.4% | -47.3% | -24.6% |
| 1Y | -5.6% | +34.1% | -39.7% | -17.5% |
| 3Y | +36.1% | +59.9% | -23.8% | +10.2% |
| 5Y | +82.7% | -45.3% | +127.9% | +102.5% |
| 10Y | +1,101.7% | +384.4% | +717.2% | +702.8% |
| All | +1,127.5% | +359.4% | +768.1% | +733.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling