-40.7%
ZS vs ARES
+97.0%
-137.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.1% | +5.6% | +4.6% |
| 7D | -3.8% | -2.7% | -1.2% | -2.1% |
| 30D | -6.0% | -2.4% | -3.6% | -4.5% |
| 3M | +32.0% | +3.9% | +28.1% | +27.3% |
| 6M | +2.1% | +26.4% | -24.2% | -15.5% |
| YTD | -26.2% | -14.9% | -11.3% | -20.5% |
| 1Y | -41.2% | -20.4% | -20.7% | -34.6% |
| 3Y | +3.3% | +38.8% | -35.5% | -34.2% |
| 5Y | -40.7% | +97.0% | -137.7% | -73.6% |
| All | -40.7% | +97.0% | -137.7% | -73.6% |
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 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