+14.8%
ZM vs ARES
-20.6%
+35.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.5% |
| 7D | +0.3% | -2.7% | +3.0% | +1.0% |
| 30D | -10.3% | -2.4% | -7.9% | -9.7% |
| 3M | -0.7% | +3.9% | -4.6% | -1.5% |
| 6M | +24.8% | +26.4% | -1.6% | +17.8% |
| YTD | +11.5% | -14.9% | +26.3% | +9.7% |
| All | +14.8% | -20.6% | +35.5% | +11.1% |
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 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