-7.8%
ARES vs SWK
+71.2%
-78.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | +4.5% | +11.0% | -6.5% | +0.5% |
| 30D | +15.7% | +30.1% | -14.3% | +5.4% |
| 3M | -2.0% | +14.7% | -16.7% | -7.1% |
| 6M | +10.4% | +44.5% | -34.1% | -3.1% |
| YTD | -14.2% | +59.4% | -73.6% | -27.0% |
| 1Y | -7.8% | +77.5% | -85.3% | -25.0% |
| All | -7.8% | +71.2% | -78.9% | -25.0% |
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