+94.9%
AAPL vs SWK
+53.9%
+41.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.8% | -0.4% | +1.6% |
| 7D | +3.7% | +10.7% | -7.0% | +0.7% |
| 30D | +4.2% | +33.3% | -29.2% | -3.9% |
| 3M | +12.0% | +14.7% | -2.6% | +7.6% |
| 6M | +19.8% | +48.5% | -28.7% | +6.2% |
| YTD | +29.3% | +63.9% | -34.5% | +10.0% |
| 1Y | +31.1% | +80.4% | -49.3% | +7.7% |
| 3Y | +94.9% | +58.1% | +36.7% | +60.8% |
| All | +94.9% | +53.9% | +41.0% | +60.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling