+11.6%
SWKS vs APA
+43.6%
-32.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.0% | +0.8% | +2.2% |
| 7D | +10.9% | +9.6% | +1.2% | +8.0% |
| 30D | +17.6% | -0.2% | +17.8% | +17.5% |
| 3M | +29.2% | +19.8% | +9.4% | +22.3% |
| 6M | +37.0% | +30.1% | +6.9% | +25.3% |
| YTD | +44.9% | +100.4% | -55.5% | +11.9% |
| 1Y | +33.8% | +105.2% | -71.4% | +2.2% |
| All | +11.6% | +43.6% | -32.0% | -16.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling