+2.9%
SWKS vs APTV
-43.0%
+45.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.6% | +6.5% | +2.7% |
| 7D | +11.8% | +2.0% | +9.9% | +11.4% |
| 30D | +6.7% | -7.7% | +14.4% | +8.2% |
| 3M | 0.0% | -34.0% | +34.0% | +9.0% |
| 6M | +38.7% | -37.1% | +75.8% | +57.3% |
| YTD | +21.4% | -39.9% | +61.3% | +35.8% |
| 1Y | +2.9% | -44.4% | +47.3% | +21.3% |
| All | +2.9% | -43.0% | +45.9% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded APTV 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling