+962.2%
APO vs SWK
+2.4%
+959.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.1% |
| 7D | -1.0% | -0.4% | -0.6% | -0.8% |
| 30D | +3.5% | -5.7% | +9.2% | +6.5% |
| 3M | +4.5% | +24.1% | -19.5% | -7.2% |
| 6M | +22.8% | +24.7% | -1.9% | +7.6% |
| YTD | -6.5% | +33.9% | -40.4% | -21.4% |
| 1Y | +0.8% | +34.7% | -33.8% | -16.3% |
| 3Y | +62.0% | +15.3% | +46.7% | +37.1% |
| 5Y | +138.2% | -39.3% | +177.5% | +180.9% |
| All | +962.2% | +2.4% | +959.8% | +723.8% |
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