-53.1%
APTV vs SWK
+73.5%
-126.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -0.5% |
| 7D | -5.0% | -2.0% | -3.0% | -4.1% |
| 30D | -12.3% | +24.6% | -36.9% | -21.1% |
| 3M | -19.9% | +10.8% | -30.7% | -24.0% |
| 6M | -29.4% | +46.1% | -75.4% | -42.5% |
| YTD | -49.0% | +56.8% | -105.8% | -61.1% |
| 1Y | -53.1% | +72.7% | -125.8% | -66.9% |
| All | -53.1% | +73.5% | -126.6% | -66.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling