+51.0%
SWKS vs ARES
+1,100.6%
-1,049.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.3% | +6.1% | +4.3% |
| 7D | +10.9% | -0.3% | +11.2% | +10.8% |
| 30D | +17.6% | +15.3% | +2.3% | +9.2% |
| 3M | +29.2% | -5.4% | +34.6% | +31.0% |
| 6M | +37.0% | +10.0% | +26.9% | +27.4% |
| YTD | +44.9% | -14.7% | +59.6% | +49.5% |
| 1Y | +33.8% | -9.7% | +43.5% | +33.6% |
| 3Y | +10.2% | +35.8% | -25.6% | -14.6% |
| 5Y | -37.0% | +80.9% | -117.9% | -59.4% |
| All | +51.0% | +1,100.6% | -1,049.6% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 10y: compounded portfolio wealth divided by compounded ARES 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…
10y analysis · Full analysis span regression · 6 months rolling