+1,164.6%
ARES vs SWK
+55.3%
+1,109.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.4% |
| 7D | -1.7% | -0.4% | -1.2% | -1.5% |
| 30D | +0.3% | -5.7% | +6.0% | +2.8% |
| 3M | +8.5% | +24.1% | -15.6% | -1.9% |
| 6M | +23.5% | +24.7% | -1.2% | +10.5% |
| YTD | -11.2% | +33.9% | -45.2% | -23.3% |
| 1Y | -19.3% | +34.7% | -54.0% | -30.9% |
| 3Y | +48.7% | +15.3% | +33.4% | +30.4% |
| 5Y | +106.5% | -39.3% | +145.8% | +134.6% |
| 10Y | +1,055.3% | +2.5% | +1,052.9% | +840.6% |
| All | +1,164.6% | +55.3% | +1,109.3% | +864.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling