+8,794.6%
SWKS vs APA
+835.7%
+7,958.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.2% | -1.5% |
| 7D | -9.2% | -15.6% | +6.4% | -5.6% |
| 30D | -1.9% | -0.9% | -1.0% | -1.9% |
| 3M | +21.2% | +26.1% | -4.9% | +14.3% |
| 6M | +12.9% | +6.1% | +6.8% | +10.2% |
| YTD | +30.7% | +82.8% | -52.1% | +11.0% |
| 1Y | +14.1% | +106.5% | -92.3% | -6.2% |
| 3Y | -1.7% | +21.9% | -23.6% | -11.1% |
| 5Y | -43.0% | +69.7% | -112.7% | -54.2% |
| 10Y | +34.3% | 0.0% | +34.3% | -4.1% |
| All | +8,794.6% | +835.7% | +7,958.9% | +4,748.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling