+3.7%
SWKS vs ARKK
+12.9%
-9.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.9% |
| 7D | +11.8% | +3.6% | +8.2% | +10.3% |
| 30D | +6.7% | +8.4% | -1.6% | +3.2% |
| 3M | 0.0% | +13.4% | -13.4% | -5.1% |
| 6M | +38.7% | +18.9% | +19.8% | +28.8% |
| YTD | +21.4% | +11.9% | +9.4% | +15.5% |
| All | +3.7% | +12.9% | -9.2% | +0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling