+2.4%
SWKS vs APO
+1.9%
+0.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.7% |
| 7D | +12.5% | -1.0% | +13.5% | +12.7% |
| 30D | +10.5% | +3.5% | +7.0% | +9.5% |
| 3M | -7.4% | +4.5% | -11.9% | -8.6% |
| 6M | +32.7% | +22.8% | +9.9% | +25.9% |
| YTD | +19.2% | -6.5% | +25.7% | +23.4% |
| 1Y | +2.4% | +0.8% | +1.6% | +3.7% |
| All | +2.4% | +1.9% | +0.5% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 1y: compounded portfolio wealth divided by compounded APO 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…
1y analysis · Full analysis span regression · 6 months rolling