+88.8%
APA vs SWK
+37.3%
+51.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -3.0% |
| 7D | +0.5% | -0.4% | +1.0% | +0.5% |
| 30D | +23.4% | -5.7% | +29.1% | +22.2% |
| 3M | +12.7% | +24.1% | -11.4% | +16.1% |
| 6M | +39.4% | +24.7% | +14.7% | +47.4% |
| YTD | +79.0% | +33.9% | +45.0% | +86.8% |
| 1Y | +88.8% | +34.7% | +54.1% | +94.4% |
| All | +88.8% | +37.3% | +51.5% | +94.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling