-59.5%
ZTS vs ARES
+88.1%
-147.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -0.6% | +8.1% | -8.8% | -2.5% |
| 30D | +11.0% | +18.9% | -8.0% | +6.3% |
| 3M | +10.9% | +2.3% | +8.6% | +10.2% |
| 6M | +0.9% | +12.7% | -11.8% | -2.5% |
| YTD | -33.0% | -10.8% | -22.2% | -32.1% |
| 1Y | -29.6% | -5.3% | -24.3% | -29.9% |
| 3Y | -49.0% | +42.0% | -91.1% | -57.7% |
| 5Y | -59.5% | +88.3% | -147.8% | -70.8% |
| All | -59.5% | +88.1% | -147.6% | -70.8% |
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