+150.5%
SWKS vs ARES
+1,149.6%
-999.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.2% | -1.1% |
| 7D | -9.2% | +4.9% | -14.1% | -11.3% |
| 30D | -1.9% | +13.6% | -15.5% | -7.7% |
| 3M | +21.2% | -3.3% | +24.5% | +21.7% |
| 6M | +12.9% | +11.0% | +1.9% | +5.4% |
| YTD | +30.7% | -14.4% | +45.1% | +34.5% |
| 1Y | +14.1% | -9.1% | +23.3% | +13.9% |
| 3Y | -1.7% | +37.1% | -38.8% | -21.4% |
| 5Y | -43.0% | +83.3% | -126.3% | -61.2% |
| 10Y | +34.3% | +1,201.6% | -1,167.2% | -53.1% |
| All | +150.5% | +1,149.6% | -999.1% | -16.1% |
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