+32.4%
SWKS vs APO
+903.0%
-870.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.7% | -3.9% | -1.3% |
| 7D | -2.7% | +2.3% | -5.0% | -4.2% |
| 30D | +8.5% | +3.0% | +5.5% | +6.3% |
| 3M | +17.3% | -3.7% | +21.0% | +17.7% |
| 6M | +25.1% | -7.5% | +32.6% | +26.9% |
| YTD | +33.3% | -14.5% | +47.9% | +39.0% |
| 1Y | +22.9% | -6.2% | +29.1% | +22.4% |
| 3Y | +5.5% | +51.9% | -46.4% | -19.7% |
| 5Y | -41.9% | +76.5% | -118.4% | -60.2% |
| 10Y | +32.4% | +895.2% | -862.8% | -46.7% |
| All | +32.4% | +903.0% | -870.6% | -46.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling