+18.9%
SWKS vs APA
+107.6%
-88.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.9% | +4.0% | -2.3% |
| 7D | -4.9% | -13.0% | +8.0% | -3.7% |
| 30D | -1.2% | +2.0% | -3.2% | -1.3% |
| 3M | +24.2% | +24.9% | -0.8% | +23.2% |
| 6M | +21.5% | +7.2% | +14.3% | +22.4% |
| YTD | +33.5% | +87.1% | -53.6% | +23.5% |
| 1Y | +18.9% | +107.2% | -88.2% | +10.7% |
| All | +18.9% | +107.6% | -88.7% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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