+23.8%
SWKS vs ARKK
-5.4%
+29.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.9% | -0.5% |
| 7D | -2.7% | 0.0% | -2.8% | -2.9% |
| 30D | +8.5% | -11.9% | +20.4% | +12.0% |
| 3M | +17.3% | -0.6% | +17.9% | +15.7% |
| 6M | +25.1% | -0.2% | +25.3% | +22.5% |
| YTD | +33.3% | +2.7% | +30.7% | +30.1% |
| All | +23.8% | -5.4% | +29.2% | +25.4% |
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