+61,451.9%
APH vs SWK
+1,158.3%
+60,293.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.0% | -48.8% | -48.2% |
| 7D | -48.7% | -1.9% | -46.8% | -48.5% |
| 30D | -51.9% | -5.7% | -46.2% | -51.0% |
| 3M | -43.6% | +24.1% | -67.6% | -48.7% |
| 6M | -37.5% | +24.7% | -62.2% | -43.6% |
| YTD | -38.6% | +33.9% | -72.6% | -46.4% |
| 1Y | -26.3% | +34.7% | -61.0% | -36.5% |
| 3Y | +89.2% | +15.3% | +73.9% | +65.4% |
| 5Y | +119.8% | -39.3% | +159.1% | +141.9% |
| 10Y | +454.3% | +2.5% | +451.8% | +361.6% |
| All | +61,451.9% | +1,158.3% | +60,293.6% | +22,530.0% |
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