+122,851.5%
AAPL vs SWKS
+8,307.4%
+114,544.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.5% | -6.0% | -3.2% |
| 7D | +0.1% | +12.5% | -12.4% | -2.4% |
| 30D | +3.0% | +10.5% | -7.5% | +0.8% |
| 3M | +2.9% | -7.4% | +10.3% | +3.8% |
| 6M | +22.1% | +32.7% | -10.6% | +13.6% |
| YTD | +18.0% | +19.2% | -1.1% | +11.9% |
| 1Y | +33.9% | +2.4% | +31.6% | +30.6% |
| 3Y | +71.2% | -25.6% | +96.8% | +74.5% |
| 5Y | +112.6% | -53.4% | +166.0% | +136.4% |
| 10Y | +1,198.8% | +23.2% | +1,175.6% | +1,091.4% |
| All | +122,851.5% | +8,307.4% | +114,544.1% | +52,185.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling