+1,119.4%
ARES vs SWK
+85.4%
+1,033.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.6% | +0.3% | -1.1% |
| 7D | +4.9% | +11.3% | -6.4% | 0.0% |
| 30D | +13.6% | +28.1% | -14.5% | +1.7% |
| 3M | -3.3% | +12.6% | -15.9% | -8.5% |
| 6M | +11.0% | +51.7% | -40.7% | -8.3% |
| YTD | -14.4% | +60.0% | -74.4% | -31.7% |
| 1Y | -9.1% | +72.7% | -81.8% | -30.1% |
| 3Y | +37.1% | +46.3% | -9.2% | +8.3% |
| 5Y | +83.3% | -24.6% | +107.9% | +89.1% |
| 10Y | +1,201.6% | +32.2% | +1,169.3% | +854.7% |
| All | +1,119.4% | +85.4% | +1,033.9% | +758.1% |
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