+845.7%
APO vs SWK
+26.9%
+818.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +1.2% |
| 7D | +8.1% | +11.3% | -3.2% | +2.4% |
| 30D | +3.4% | +31.5% | -28.0% | -9.9% |
| 3M | -6.6% | +14.4% | -21.1% | -13.0% |
| 6M | -7.1% | +46.4% | -53.5% | -24.3% |
| YTD | -14.1% | +61.6% | -75.7% | -34.5% |
| 1Y | -4.7% | +78.7% | -83.4% | -31.3% |
| 3Y | +51.3% | +54.4% | -3.1% | +10.2% |
| 5Y | +82.7% | -25.3% | +108.0% | +93.6% |
| 10Y | +845.7% | +22.4% | +823.3% | +586.7% |
| All | +845.7% | +26.9% | +818.8% | +586.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling