+252.6%
ZETA vs ARES
+180.9%
+71.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -3.3% |
| 7D | +2.7% | -1.7% | +4.3% | +4.0% |
| 30D | +15.8% | +0.3% | +15.5% | +15.7% |
| 3M | +35.4% | +8.5% | +26.9% | +25.8% |
| 6M | +67.1% | +23.5% | +43.6% | +38.3% |
| YTD | +54.1% | -11.2% | +65.3% | +64.6% |
| 1Y | +67.8% | -19.3% | +87.1% | +92.8% |
| 3Y | +311.4% | +48.7% | +262.8% | +181.7% |
| 5Y | +324.8% | +106.5% | +218.3% | +101.4% |
| All | +252.6% | +180.9% | +71.7% | +66.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling