+1,216.8%
ARES vs SWK
+29.6%
+1,187.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | +4.5% | +11.0% | -6.5% | -0.4% |
| 30D | +15.7% | +30.1% | -14.3% | +2.8% |
| 3M | -2.0% | +14.7% | -16.7% | -8.1% |
| 6M | +10.4% | +44.5% | -34.1% | -7.1% |
| YTD | -14.2% | +59.4% | -73.6% | -31.8% |
| 1Y | -7.8% | +77.5% | -85.3% | -30.4% |
| 3Y | +41.4% | +49.5% | -8.1% | +9.9% |
| 5Y | +83.7% | -24.9% | +108.6% | +90.6% |
| All | +1,216.8% | +29.6% | +1,187.3% | +812.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling