-41.9%
SWKS vs ARES
+90.6%
-132.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.4% | -1.1% |
| 7D | -2.7% | +5.0% | -7.7% | -5.1% |
| 30D | +8.5% | +19.1% | -10.6% | -0.3% |
| 3M | +17.3% | +3.1% | +14.2% | +14.4% |
| 6M | +25.1% | +12.9% | +12.3% | +15.5% |
| YTD | +33.3% | -10.7% | +44.0% | +36.1% |
| 1Y | +22.9% | -5.5% | +28.4% | +21.2% |
| 3Y | +5.5% | +45.0% | -39.5% | -22.8% |
| 5Y | -41.9% | +87.4% | -129.3% | -66.3% |
| All | -41.9% | +90.6% | -132.5% | -66.3% |
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