+31.0%
SWKS vs ARKK
+338.6%
-307.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.9% |
| 7D | +11.8% | +3.6% | +8.2% | +9.5% |
| 30D | +6.7% | +8.4% | -1.6% | +1.5% |
| 3M | 0.0% | +13.4% | -13.4% | -7.4% |
| 6M | +38.7% | +18.9% | +19.8% | +23.6% |
| YTD | +21.4% | +11.9% | +9.4% | +10.8% |
| 1Y | +2.9% | +13.1% | -10.2% | -7.3% |
| 3Y | -16.4% | +97.1% | -113.5% | -48.5% |
| 5Y | -51.2% | -27.8% | -23.4% | -47.2% |
| 10Y | +31.0% | +338.5% | -307.4% | -66.1% |
| All | +31.0% | +338.6% | -307.6% | -66.1% |
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