+310.3%
ARKK vs SWK
+69.6%
+240.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.5% | +3.4% |
| 7D | -6.6% | +11.0% | -17.6% | -12.2% |
| 30D | -14.5% | +30.1% | -44.6% | -26.5% |
| 3M | -0.4% | +14.7% | -15.0% | -8.4% |
| 6M | -5.2% | +44.5% | -49.7% | -23.7% |
| YTD | -1.9% | +59.4% | -61.3% | -26.6% |
| 1Y | -6.7% | +77.5% | -84.3% | -34.5% |
| 3Y | +89.7% | +49.5% | +40.3% | +39.8% |
| 5Y | -37.3% | -24.9% | -12.4% | -34.8% |
| 10Y | +324.8% | +31.8% | +293.0% | +200.4% |
| All | +310.3% | +69.6% | +240.7% | +158.3% |
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