+857.2%
APO vs SWK
+29.6%
+827.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.3% |
| 7D | +0.8% | +11.0% | -10.2% | -4.4% |
| 30D | +1.0% | +30.1% | -29.0% | -11.6% |
| 3M | -8.4% | +14.7% | -23.1% | -14.8% |
| 6M | -9.1% | +44.5% | -53.6% | -25.5% |
| YTD | -18.3% | +59.4% | -77.7% | -37.4% |
| 1Y | -8.0% | +77.5% | -85.5% | -33.5% |
| 3Y | +47.1% | +49.5% | -2.4% | +8.9% |
| 5Y | +67.2% | -24.9% | +92.1% | +76.2% |
| All | +857.2% | +29.6% | +827.6% | +540.3% |
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