+6,279.4%
APD vs SWK
+1,585.9%
+4,693.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +13.1% | -11.2% | -3.2% |
| 7D | +3.8% | +17.9% | -14.1% | -3.0% |
| 30D | +14.1% | +31.9% | -17.8% | +2.0% |
| 3M | +8.2% | +16.6% | -8.4% | +1.4% |
| 6M | +7.5% | +61.1% | -53.6% | -12.1% |
| YTD | +31.7% | +64.2% | -32.6% | +5.3% |
| 1Y | +35.1% | +85.2% | -50.1% | +2.6% |
| 3Y | +16.8% | +50.2% | -33.4% | -8.3% |
| 5Y | +19.4% | -22.8% | +42.2% | +17.6% |
| 10Y | +203.5% | +35.8% | +167.7% | +117.2% |
| All | +6,279.4% | +1,585.9% | +4,693.5% | +1,289.9% |
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