-77.5%
APTV vs SWK
-30.7%
-46.8%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -1.7% | -1.4% | -0.4% | -1.0% |
| 30D | -11.6% | +25.5% | -37.0% | -21.9% |
| 3M | -21.2% | +11.8% | -33.0% | -26.0% |
| 6M | -28.5% | +48.7% | -77.2% | -43.1% |
| YTD | -49.1% | +57.2% | -106.3% | -61.0% |
| 1Y | -52.2% | +75.3% | -127.5% | -65.6% |
| 3Y | -48.6% | +51.9% | -100.6% | -62.1% |
| All | -77.5% | -30.7% | -46.8% | -74.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling