-36.5%
SWKS vs ARES
+82.0%
-118.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.5% |
| 7D | +9.4% | +0.5% | +9.0% | +9.0% |
| 30D | +17.0% | +19.7% | -2.7% | +7.2% |
| 3M | +28.9% | -9.0% | +37.9% | +33.3% |
| 6M | +33.1% | +11.5% | +21.6% | +23.3% |
| YTD | +44.8% | -13.8% | +58.6% | +50.1% |
| 1Y | +36.2% | -5.6% | +41.8% | +33.7% |
| 3Y | +11.5% | +36.1% | -24.6% | -15.9% |
| All | -36.5% | +82.0% | -118.5% | -62.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling