+128.3%
SWKS vs ARES
+1,196.0%
-1,067.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.5% | +3.9% |
| 7D | +12.5% | -1.7% | +14.2% | +13.2% |
| 30D | +10.5% | +0.3% | +10.2% | +10.0% |
| 3M | -7.4% | +8.5% | -15.9% | -11.5% |
| 6M | +32.7% | +23.5% | +9.2% | +18.0% |
| YTD | +19.2% | -11.2% | +30.4% | +21.6% |
| 1Y | +2.4% | -19.3% | +21.7% | +8.4% |
| 3Y | -25.6% | +48.7% | -74.3% | -42.4% |
| 5Y | -53.4% | +106.5% | -160.0% | -69.6% |
| 10Y | +23.2% | +1,055.3% | -1,032.2% | -55.9% |
| All | +128.3% | +1,196.0% | -1,067.7% | -24.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling