+341.8%
ZETA vs ARES
+105.3%
+236.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -0.9% |
| 7D | -2.4% | -0.3% | -2.1% | -2.0% |
| 30D | +15.6% | +1.3% | +14.3% | +14.5% |
| 3M | +41.5% | +10.4% | +31.1% | +29.4% |
| 6M | +63.4% | +29.0% | +34.4% | +30.4% |
| YTD | +51.3% | -12.2% | +63.5% | +63.2% |
| 1Y | +65.8% | -18.4% | +84.3% | +89.2% |
| 3Y | +279.2% | +43.2% | +236.0% | +164.4% |
| 5Y | +341.8% | +102.6% | +239.2% | +109.8% |
| All | +341.8% | +105.3% | +236.5% | +109.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling