+1,148.2%
ARES vs SWK
+26.9%
+1,121.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.5% |
| 7D | +8.1% | +11.3% | -3.2% | +2.9% |
| 30D | +18.9% | +31.5% | -12.5% | +5.2% |
| 3M | +2.3% | +14.4% | -12.1% | -3.8% |
| 6M | +12.7% | +46.4% | -33.7% | -5.6% |
| YTD | -10.8% | +61.6% | -72.3% | -29.4% |
| 1Y | -5.3% | +78.7% | -84.1% | -28.6% |
| 3Y | +42.0% | +54.4% | -12.3% | +8.9% |
| 5Y | +88.3% | -25.3% | +113.6% | +95.9% |
| 10Y | +1,148.2% | +22.4% | +1,125.8% | +877.9% |
| All | +1,148.2% | +26.9% | +1,121.3% | +877.9% |
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