-6.9%
ARES vs SWK
+87.6%
-94.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +13.1% | -7.0% | +1.3% |
| 7D | +10.5% | +17.9% | -7.4% | +4.0% |
| 30D | +16.8% | +31.9% | -15.1% | +5.8% |
| 3M | -3.2% | +16.6% | -19.8% | -8.8% |
| 6M | +16.4% | +61.1% | -44.7% | -1.1% |
| YTD | -12.4% | +64.2% | -76.6% | -26.0% |
| 1Y | -6.9% | +85.2% | -92.1% | -24.8% |
| All | -6.9% | +87.6% | -94.5% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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