-43.6%
SWKS vs ARKK
-37.0%
-6.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.2% | -2.0% | -0.2% |
| 7D | -6.2% | -6.6% | +0.4% | -3.4% |
| 30D | -1.5% | -14.5% | +13.1% | +5.3% |
| 3M | +23.0% | -0.4% | +23.3% | +21.4% |
| 6M | +27.6% | -5.2% | +32.8% | +28.7% |
| YTD | +32.3% | -1.9% | +34.2% | +29.5% |
| 1Y | +20.1% | -6.7% | +26.9% | +20.2% |
| 3Y | +0.6% | +89.7% | -89.1% | -30.8% |
| All | -43.6% | -37.0% | -6.6% | -44.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling