+61,451.9%
APH vs SWKS
+10,709.5%
+50,742.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +10.5% | -58.3% | -49.8% |
| 7D | -48.7% | +9.9% | -58.6% | -50.6% |
| 30D | -51.9% | +10.5% | -62.4% | -53.8% |
| 3M | -43.6% | -7.4% | -36.2% | -44.0% |
| 6M | -37.5% | +32.7% | -70.2% | -42.7% |
| YTD | -38.6% | +19.2% | -57.8% | -42.7% |
| 1Y | -26.3% | +2.4% | -28.7% | -29.3% |
| 3Y | +89.2% | -25.6% | +114.8% | +89.2% |
| 5Y | +119.8% | -53.4% | +173.2% | +137.8% |
| 10Y | +454.3% | +23.2% | +431.1% | +392.9% |
| All | +61,451.9% | +10,709.5% | +50,742.4% | +26,532.1% |
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