+20.1%
SWKS vs APO
-11.5%
+31.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.7% | +1.3% |
| 7D | -6.2% | +0.8% | -6.9% | -6.4% |
| 30D | -1.5% | +1.0% | -2.5% | -1.9% |
| 3M | +23.0% | -8.4% | +31.4% | +24.7% |
| 6M | +27.6% | -9.1% | +36.7% | +28.9% |
| YTD | +32.3% | -18.3% | +50.6% | +47.5% |
| 1Y | +20.1% | -8.0% | +28.1% | +25.5% |
| All | +20.1% | -11.5% | +31.7% | +25.5% |
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