-45.2%
APTV vs SWK
+53.9%
-99.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.8% | -1.6% | -0.2% |
| 7D | -9.8% | +10.7% | -20.4% | -14.4% |
| 30D | -8.9% | +33.3% | -42.2% | -21.3% |
| 3M | -19.5% | +14.7% | -34.1% | -25.1% |
| 6M | -31.1% | +48.5% | -79.6% | -44.4% |
| YTD | -47.5% | +63.9% | -111.4% | -60.2% |
| 1Y | -52.3% | +80.4% | -132.7% | -65.6% |
| 3Y | -45.2% | +58.1% | -103.3% | -61.2% |
| All | -45.2% | +53.9% | -99.1% | -61.2% |
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