+6,091.7%
APD vs SWK
+1,542.3%
+4,549.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.6% | -0.4% | -1.9% |
| 7D | -0.7% | +11.3% | -12.0% | -5.1% |
| 30D | +10.1% | +28.1% | -18.0% | -0.4% |
| 3M | +4.9% | +12.6% | -7.7% | -0.4% |
| 6M | +2.5% | +51.7% | -49.2% | -14.3% |
| YTD | +27.8% | +60.0% | -32.2% | +3.3% |
| 1Y | +32.9% | +72.7% | -39.8% | +3.8% |
| 3Y | +13.4% | +46.3% | -32.9% | -10.1% |
| 5Y | +12.8% | -24.6% | +37.4% | +12.1% |
| 10Y | +194.6% | +32.2% | +162.3% | +112.9% |
| All | +6,091.7% | +1,542.3% | +4,549.4% | +1,263.0% |
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