+47.7%
APO vs SWK
+46.5%
+1.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.6% | -1.9% | -3.5% |
| 7D | -1.1% | +11.3% | -12.3% | -4.8% |
| 30D | +1.1% | +28.1% | -27.0% | -7.5% |
| 3M | -9.2% | +12.6% | -21.8% | -13.2% |
| 6M | -9.2% | +51.7% | -61.0% | -22.5% |
| YTD | -18.0% | +60.0% | -77.9% | -31.9% |
| 1Y | -10.9% | +72.7% | -83.5% | -28.3% |
| All | +47.7% | +46.5% | +1.2% | +17.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling