+50.8%
SWKS vs ARKK
+293.0%
-242.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +1.0% |
| 7D | +9.4% | -0.6% | +10.1% | +9.7% |
| 30D | +17.0% | -11.2% | +28.2% | +24.1% |
| 3M | +28.9% | -9.2% | +38.1% | +33.5% |
| 6M | +33.1% | -3.9% | +37.1% | +33.1% |
| YTD | +44.8% | -2.5% | +47.3% | +40.9% |
| 1Y | +36.2% | -2.7% | +38.9% | +32.5% |
| 3Y | +11.5% | +87.9% | -76.4% | -30.2% |
| 5Y | -37.1% | -35.7% | -1.4% | -28.3% |
| All | +50.8% | +293.0% | -242.2% | -59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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