+1,150.8%
ARES vs ZBRA
+399.8%
+751.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.7% | -0.1% |
| 7D | -0.3% | +2.6% | -2.9% | -1.3% |
| 30D | +1.3% | -6.4% | +7.7% | +3.6% |
| 3M | +10.4% | +51.3% | -40.9% | -6.9% |
| 6M | +29.0% | +60.5% | -31.5% | +5.9% |
| YTD | -12.2% | +45.2% | -57.4% | -25.2% |
| 1Y | -18.4% | +12.3% | -30.8% | -24.2% |
| 3Y | +43.2% | +37.5% | +5.7% | +21.6% |
| 5Y | +102.6% | -39.2% | +141.8% | +116.8% |
| 10Y | +1,029.6% | +417.0% | +612.6% | +635.5% |
| All | +1,150.8% | +399.8% | +751.0% | +726.0% |
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