+146.2%
AAPL vs SWK
-26.0%
+172.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.7% | +2.3% |
| 7D | +1.8% | -2.3% | +4.0% | +2.5% |
| 30D | +4.3% | +30.4% | -26.1% | -4.0% |
| 3M | +16.6% | +12.1% | +4.5% | +12.2% |
| 6M | +21.6% | +49.1% | -27.5% | +6.3% |
| YTD | +31.2% | +60.4% | -29.3% | +10.7% |
| 1Y | +29.6% | +78.3% | -48.8% | +5.2% |
| 3Y | +93.1% | +53.3% | +39.8% | +56.7% |
| 5Y | +146.2% | -27.0% | +173.2% | +137.0% |
| All | +146.2% | -26.0% | +172.2% | +137.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling