+368.8%
ARKK vs SWK
+42.6%
+326.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -1.9% | -1.5% |
| 7D | +1.9% | -0.4% | +2.4% | +2.1% |
| 30D | +13.2% | -5.7% | +18.9% | +16.8% |
| 3M | +7.7% | +24.1% | -16.4% | -4.9% |
| 6M | +15.1% | +24.7% | -9.6% | +0.3% |
| YTD | +12.1% | +33.9% | -21.9% | -6.9% |
| 1Y | +14.9% | +34.7% | -19.8% | -5.6% |
| 3Y | +99.3% | +15.3% | +84.0% | +71.1% |
| 5Y | -29.9% | -39.3% | +9.4% | -17.8% |
| 10Y | +351.6% | +2.5% | +349.1% | +269.1% |
| All | +368.8% | +42.6% | +326.2% | +227.7% |
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