+18.9%
SWKS vs APO
-5.6%
+24.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +8.1% | -11.0% | -4.3% |
| 7D | -4.9% | +8.2% | -13.1% | -6.4% |
| 30D | -1.2% | +6.4% | -7.6% | -2.5% |
| 3M | +24.2% | -7.4% | +31.6% | +26.2% |
| 6M | +21.5% | -4.2% | +25.7% | +21.6% |
| YTD | +33.5% | -14.1% | +47.6% | +47.8% |
| 1Y | +18.9% | -4.4% | +23.3% | +22.8% |
| All | +18.9% | -5.6% | +24.6% | +22.8% |
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