+1,306.6%
AAPL vs SWK
+26.9%
+1,279.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.1% |
| 7D | +5.0% | +11.3% | -6.3% | +1.0% |
| 30D | +3.5% | +31.5% | -27.9% | -6.3% |
| 3M | +13.1% | +14.4% | -1.4% | +7.3% |
| 6M | +19.0% | +46.4% | -27.4% | +2.5% |
| YTD | +28.5% | +61.6% | -33.0% | +5.5% |
| 1Y | +29.7% | +78.7% | -49.0% | +2.2% |
| 3Y | +89.2% | +54.4% | +34.9% | +50.2% |
| 5Y | +141.2% | -25.3% | +166.5% | +144.7% |
| 10Y | +1,306.6% | +22.4% | +1,284.2% | +1,039.5% |
| All | +1,306.6% | +26.9% | +1,279.7% | +1,039.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 10y: compounded portfolio wealth divided by compounded SWK 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…
10y analysis · Full analysis span regression · 6 months rolling