+297.3%
ZETA vs ARES
+43.8%
+253.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.2% | +0.3% | +1.6% |
| 7D | +6.2% | +5.0% | +1.2% | +2.7% |
| 30D | -2.0% | +19.1% | -21.1% | -13.4% |
| 3M | +21.7% | +3.1% | +18.6% | +18.5% |
| 6M | +89.1% | +12.9% | +76.3% | +70.9% |
| YTD | +59.3% | -10.7% | +70.0% | +69.6% |
| 1Y | +66.2% | -5.5% | +71.7% | +69.0% |
| 3Y | +297.3% | +45.0% | +252.3% | +238.5% |
| All | +297.3% | +43.8% | +253.5% | +238.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling