-8.9%
ARKK vs SWK
+74.6%
-83.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.5% | +3.3% |
| 7D | -6.6% | +11.0% | -17.6% | -9.4% |
| 30D | -14.5% | +30.1% | -44.6% | -21.4% |
| 3M | -0.4% | +14.7% | -15.0% | -4.5% |
| 6M | -5.2% | +44.5% | -49.7% | -15.9% |
| YTD | -1.9% | +59.4% | -61.3% | -17.5% |
| All | -8.9% | +74.6% | -83.5% | -26.9% |
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 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