-62.8%
ZTS vs ARES
+105.3%
-168.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.7% |
| 7D | -4.8% | -0.3% | -4.4% | -4.7% |
| 30D | +1.2% | +1.3% | -0.1% | +0.9% |
| 3M | -6.0% | +10.4% | -16.4% | -8.6% |
| 6M | -38.7% | +29.0% | -67.7% | -43.0% |
| YTD | -40.6% | -12.2% | -28.4% | -39.5% |
| 1Y | -50.6% | -18.4% | -32.1% | -48.9% |
| 3Y | -58.7% | +43.2% | -101.9% | -66.0% |
| 5Y | -62.8% | +102.6% | -165.4% | -74.4% |
| All | -62.8% | +105.3% | -168.1% | -74.4% |
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