+67.8%
ZETA vs ARES
-18.2%
+86.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -3.5% |
| 7D | +2.7% | -1.7% | +4.3% | +3.7% |
| 30D | +15.8% | +0.3% | +15.5% | +15.7% |
| 3M | +35.4% | +8.5% | +26.9% | +28.5% |
| 6M | +67.1% | +23.5% | +43.6% | +45.5% |
| YTD | +54.1% | -11.2% | +65.3% | +69.1% |
| 1Y | +67.8% | -19.3% | +87.1% | +104.8% |
| All | +67.8% | -18.2% | +86.0% | +104.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 1y: compounded portfolio wealth divided by compounded ARES 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…
1y analysis · Full analysis span regression · 6 months rolling