-43.6%
SWKS vs APO
+67.1%
-110.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.7% | +1.4% |
| 7D | -6.2% | +0.8% | -6.9% | -6.9% |
| 30D | -1.5% | +1.0% | -2.5% | -2.7% |
| 3M | +23.0% | -8.4% | +31.4% | +26.3% |
| 6M | +27.6% | -9.1% | +36.7% | +30.4% |
| YTD | +32.3% | -18.3% | +50.6% | +41.6% |
| 1Y | +20.1% | -8.0% | +28.1% | +20.7% |
| 3Y | +0.6% | +47.1% | -46.4% | -26.5% |
| All | -43.6% | +67.1% | -110.6% | -64.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling