+189.7%
SWKS vs APO
+1,753.5%
-1,563.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.8% |
| 7D | +12.5% | -1.0% | +13.5% | +13.0% |
| 30D | +10.5% | +3.5% | +7.0% | +8.4% |
| 3M | -7.4% | +4.5% | -11.9% | -9.9% |
| 6M | +32.7% | +22.8% | +9.9% | +19.1% |
| YTD | +19.2% | -6.5% | +25.7% | +20.2% |
| 1Y | +2.4% | +0.8% | +1.6% | -1.0% |
| 3Y | -25.6% | +62.0% | -87.6% | -44.0% |
| 5Y | -53.4% | +138.2% | -191.7% | -71.3% |
| 10Y | +23.2% | +940.3% | -917.1% | -62.1% |
| All | +189.7% | +1,753.5% | -1,563.8% | -42.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling