+62.7%
ZETA vs ARES
-20.5%
+83.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | +0.7% |
| 7D | -0.1% | -2.7% | +2.6% | +1.7% |
| 30D | +10.5% | -2.4% | +12.8% | +12.2% |
| 3M | +44.3% | +3.9% | +40.4% | +40.6% |
| 6M | +59.4% | +26.4% | +33.0% | +36.2% |
| YTD | +49.5% | -14.9% | +64.4% | +68.5% |
| 1Y | +62.7% | -20.4% | +83.1% | +96.9% |
| All | +62.7% | -20.5% | +83.2% | +96.9% |
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