+32.1%
SWKS vs APA
0.0%
+32.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | +0.7% |
| 7D | -6.2% | -15.5% | +9.4% | -2.9% |
| 30D | -1.5% | +2.4% | -3.9% | -2.1% |
| 3M | +23.0% | +22.8% | +0.2% | +17.4% |
| 6M | +27.6% | +17.9% | +9.7% | +22.0% |
| YTD | +32.3% | +87.7% | -55.4% | +13.7% |
| 1Y | +20.1% | +94.2% | -74.1% | +2.3% |
| 3Y | +0.6% | +27.2% | -26.6% | -9.7% |
| 5Y | -42.3% | +74.1% | -116.5% | -52.7% |
| All | +32.1% | 0.0% | +32.1% | -5.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling