+32.4%
SWKS vs ARKK
+333.4%
-301.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.9% | -1.8% |
| 7D | -2.7% | 0.0% | -2.8% | -3.1% |
| 30D | +8.5% | -11.9% | +20.4% | +15.6% |
| 3M | +17.3% | -0.6% | +17.9% | +15.5% |
| 6M | +25.1% | -0.2% | +25.3% | +22.7% |
| YTD | +33.3% | +2.7% | +30.7% | +26.2% |
| 1Y | +22.9% | -2.2% | +25.1% | +19.3% |
| 3Y | +5.5% | +102.0% | -96.5% | -36.5% |
| 5Y | -41.9% | -33.4% | -8.5% | -34.8% |
| 10Y | +32.4% | +327.1% | -294.6% | -65.1% |
| All | +32.4% | +333.4% | -301.0% | -65.1% |
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