+133.0%
AAPL vs SWK
-25.5%
+158.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.4% |
| 7D | -0.7% | +11.0% | -11.7% | -3.9% |
| 30D | +1.7% | +30.1% | -28.4% | -6.3% |
| 3M | +9.7% | +14.7% | -5.0% | +4.8% |
| 6M | +19.3% | +44.5% | -25.2% | +5.3% |
| YTD | +26.3% | +59.4% | -33.1% | +6.8% |
| 1Y | +27.4% | +77.5% | -50.1% | +3.6% |
| 3Y | +93.6% | +49.5% | +44.1% | +58.5% |
| All | +133.0% | -25.5% | +158.4% | +124.1% |
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