+8,007.1%
SWKS vs APA
+815.8%
+7,191.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.2% | +6.7% | +4.3% |
| 7D | +12.5% | +0.5% | +12.0% | +12.3% |
| 30D | +10.5% | +23.4% | -12.9% | +4.9% |
| 3M | -7.4% | +12.7% | -20.1% | -10.7% |
| 6M | +32.7% | +39.4% | -6.8% | +20.7% |
| YTD | +19.2% | +79.0% | -59.8% | +1.9% |
| 1Y | +2.4% | +88.8% | -86.4% | -14.2% |
| 3Y | -25.6% | +6.4% | -32.0% | -30.6% |
| 5Y | -53.4% | +153.0% | -206.4% | -66.0% |
| 10Y | +23.2% | +7.5% | +15.6% | -13.9% |
| All | +8,007.1% | +815.8% | +7,191.4% | +4,348.8% |
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