+33.8%
SWKS vs ARKK
-7.6%
+41.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.5% | +5.2% | +3.4% |
| 7D | +10.9% | +4.6% | +6.3% | +9.4% |
| 30D | +17.6% | -12.2% | +29.8% | +21.5% |
| 3M | +29.2% | -6.0% | +35.2% | +29.7% |
| 6M | +37.0% | -2.2% | +39.1% | +34.8% |
| YTD | +44.9% | -0.5% | +45.5% | +42.6% |
| 1Y | +33.8% | -6.0% | +39.8% | +35.5% |
| All | +33.8% | -7.6% | +41.4% | +35.5% |
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