-25.2%
SWKS vs APO
+61.7%
-86.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.8% |
| 7D | +12.5% | -1.0% | +13.5% | +12.9% |
| 30D | +10.5% | +3.5% | +7.0% | +8.7% |
| 3M | -7.4% | +4.5% | -11.9% | -9.5% |
| 6M | +32.7% | +22.8% | +9.9% | +20.5% |
| YTD | +19.2% | -6.5% | +25.7% | +21.3% |
| 1Y | +2.4% | +0.8% | +1.6% | +0.1% |
| All | -25.2% | +61.7% | -86.9% | -38.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling