+24.0%
SWKS vs APO
-4.8%
+28.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.6% | -0.2% |
| 7D | -3.1% | +8.1% | -11.2% | -4.5% |
| 30D | +8.3% | +3.4% | +4.9% | +7.6% |
| 3M | +20.2% | -6.6% | +26.9% | +21.9% |
| 6M | +24.9% | -7.1% | +32.0% | +26.4% |
| YTD | +33.2% | -14.1% | +47.3% | +48.3% |
| All | +24.0% | -4.8% | +28.8% | +32.5% |
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