+7,015.7%
SWKS vs ARWR
-98.0%
+7,113.8%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.8% | +4.7% | -2.0% |
| 7D | -9.2% | -5.0% | -4.2% | -9.2% |
| 30D | -1.9% | -6.6% | +4.7% | -1.9% |
| 3M | +21.2% | -33.9% | +55.1% | +21.5% |
| 6M | +12.9% | -23.3% | +36.2% | +13.0% |
| YTD | +30.7% | -13.5% | +44.2% | +30.8% |
| 1Y | +14.1% | +42.5% | -28.4% | +13.8% |
| 3Y | -1.7% | +104.1% | -105.8% | -2.4% |
| 5Y | -43.0% | -28.8% | -14.2% | -43.2% |
| 10Y | +34.3% | +911.6% | -877.3% | +32.3% |
| All | +7,015.7% | -98.0% | +7,113.8% | +5,719.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 all: compounded portfolio wealth divided by compounded ARWR 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…
all analysis · Full analysis span regression · 6 months rolling