-25.2%
SWKS vs APA
+5.6%
-30.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.2% | +6.7% | +4.4% |
| 7D | +12.5% | +0.5% | +12.0% | +12.3% |
| 30D | +10.5% | +23.4% | -12.9% | +3.8% |
| 3M | -7.4% | +12.7% | -20.1% | -11.3% |
| 6M | +32.7% | +39.4% | -6.8% | +16.8% |
| YTD | +19.2% | +79.0% | -59.8% | -4.3% |
| 1Y | +2.4% | +88.8% | -86.4% | -20.3% |
| All | -25.2% | +5.6% | -30.9% | -40.9% |
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