+47.0%
SWKS vs APO
+833.1%
-786.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.2% | +5.8% | +5.9% |
| 7D | +5.7% | +0.2% | +5.5% | +5.5% |
| 30D | +17.3% | +3.1% | +14.2% | +14.9% |
| 3M | +28.3% | -12.0% | +40.2% | +34.4% |
| 6M | +26.1% | -5.0% | +31.0% | +26.4% |
| YTD | +41.1% | -14.0% | +55.1% | +46.7% |
| 1Y | +31.4% | -5.9% | +37.4% | +30.8% |
| 3Y | +7.3% | +51.6% | -44.3% | -18.4% |
| 5Y | -37.7% | +80.8% | -118.5% | -57.9% |
| All | +47.0% | +833.1% | -786.2% | -44.9% |
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