-45.1%
APTV vs SWK
+46.5%
-91.6%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.6% | -3.0% | -4.3% |
| 7D | -8.1% | +11.3% | -19.3% | -13.0% |
| 30D | -8.7% | +28.1% | -36.7% | -19.5% |
| 3M | -13.1% | +12.6% | -25.7% | -18.4% |
| 6M | -25.5% | +51.7% | -77.2% | -40.5% |
| YTD | -46.3% | +60.0% | -106.3% | -58.7% |
| 1Y | -51.1% | +72.7% | -123.8% | -64.0% |
| All | -45.1% | +46.5% | -91.6% | -59.6% |
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