+29.9%
AAPL vs SWKS
+14.2%
+15.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.9% | +8.2% | +5.6% |
| 7D | +1.7% | -4.9% | +6.6% | +2.2% |
| 30D | +5.0% | -1.2% | +6.2% | +5.1% |
| 3M | +13.1% | +24.2% | -11.1% | +9.6% |
| 6M | +26.5% | +21.5% | +5.0% | +21.5% |
| YTD | +28.9% | +33.5% | -4.6% | +19.3% |
| 1Y | +29.9% | +18.9% | +11.0% | +23.4% |
| All | +29.9% | +14.2% | +15.7% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 1y: compounded portfolio wealth divided by compounded SWKS 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…
1y analysis · Full analysis span regression · 6 months rolling