+126,376.5%
APH vs SWKS
+12,009.2%
+114,367.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.9% | -3.2% | -5.6% |
| 7D | -2.4% | -4.9% | +2.5% | -1.4% |
| 30D | -9.5% | -1.2% | -8.3% | -9.3% |
| 3M | -7.6% | +24.2% | -31.8% | -12.0% |
| 6M | +12.4% | +21.5% | -9.1% | +6.6% |
| YTD | +17.5% | +33.5% | -16.0% | +8.9% |
| 1Y | +16.4% | +18.9% | -2.5% | +10.3% |
| 3Y | +281.6% | +0.4% | +281.2% | +265.5% |
| 5Y | +317.7% | -44.3% | +362.0% | +342.9% |
| 10Y | +967.8% | +37.1% | +930.7% | +843.5% |
| All | +126,376.5% | +12,009.2% | +114,367.3% | +54,157.8% |
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