-36.7%
ZS vs ARES
-18.2%
-18.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.2% |
| 7D | -7.8% | -1.7% | -6.2% | -7.2% |
| 30D | +5.0% | +0.3% | +4.8% | +5.1% |
| 3M | +25.5% | +8.5% | +17.1% | +22.1% |
| 6M | +8.7% | +23.5% | -14.8% | +0.3% |
| YTD | -24.5% | -11.2% | -13.3% | -26.2% |
| 1Y | -36.7% | -19.3% | -17.4% | -36.1% |
| All | -36.7% | -18.2% | -18.5% | -36.1% |
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