+122,851.5%
AAPL vs SWK
+1,275.2%
+121,576.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.8% |
| 7D | +0.1% | -0.4% | +0.5% | +0.2% |
| 30D | +3.0% | -5.7% | +8.7% | +5.0% |
| 3M | +2.9% | +24.1% | -21.2% | -5.5% |
| 6M | +22.1% | +24.7% | -2.6% | +11.1% |
| YTD | +18.0% | +33.9% | -15.9% | +4.1% |
| 1Y | +33.9% | +34.7% | -0.7% | +17.0% |
| 3Y | +71.2% | +15.3% | +55.9% | +52.3% |
| 5Y | +112.6% | -39.3% | +151.9% | +130.8% |
| 10Y | +1,198.8% | +2.5% | +1,196.3% | +990.0% |
| All | +122,851.5% | +1,275.2% | +121,576.4% | +33,523.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling