-51.2%
SWKS vs ARKK
-29.5%
-21.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.9% |
| 7D | +11.8% | +3.6% | +8.2% | +9.9% |
| 30D | +6.7% | +8.4% | -1.6% | +2.4% |
| 3M | 0.0% | +13.4% | -13.4% | -6.1% |
| 6M | +38.7% | +18.9% | +19.8% | +26.3% |
| YTD | +21.4% | +11.9% | +9.4% | +12.9% |
| 1Y | +2.9% | +13.1% | -10.2% | -5.2% |
| 3Y | -16.4% | +97.1% | -113.5% | -43.2% |
| 5Y | -51.2% | -27.8% | -23.4% | -53.7% |
| All | -51.2% | -29.5% | -21.7% | -53.7% |
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