+1,249.0%
AAPL vs SWKS
+33.1%
+1,215.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -1.0% |
| 7D | -0.7% | -6.2% | +5.5% | +1.9% |
| 30D | +1.7% | -1.5% | +3.2% | +2.0% |
| 3M | +9.7% | +23.0% | -13.3% | -1.9% |
| 6M | +19.3% | +27.6% | -8.3% | +2.2% |
| YTD | +26.3% | +32.3% | -6.0% | +4.3% |
| 1Y | +27.4% | +20.1% | +7.3% | +9.9% |
| 3Y | +93.6% | +0.6% | +93.0% | +66.9% |
| 5Y | +131.7% | -42.3% | +174.0% | +156.2% |
| All | +1,249.0% | +33.1% | +1,215.9% | +886.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling