+0.6%
ZS vs ARES
+38.2%
-37.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.1% | +5.6% | +4.0% |
| 7D | -3.8% | -2.7% | -1.2% | -2.6% |
| 30D | -6.0% | -2.4% | -3.6% | -4.9% |
| 3M | +32.0% | +3.9% | +28.1% | +29.1% |
| 6M | +2.1% | +26.4% | -24.2% | -10.1% |
| YTD | -26.2% | -14.9% | -11.3% | -21.9% |
| 1Y | -41.2% | -20.4% | -20.7% | -36.1% |
| All | +0.6% | +38.2% | -37.5% | -22.6% |
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