+32.1%
SWKS vs APTV
-28.3%
+60.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.5% | +4.7% | +2.7% |
| 7D | -6.2% | -10.2% | +4.1% | -2.0% |
| 30D | -1.5% | -10.8% | +9.3% | +3.2% |
| 3M | +23.0% | -14.8% | +37.8% | +30.9% |
| 6M | +27.6% | -30.6% | +58.2% | +45.4% |
| YTD | +32.3% | -48.2% | +80.5% | +69.6% |
| 1Y | +20.1% | -52.0% | +72.1% | +59.5% |
| 3Y | +0.6% | -47.0% | +47.7% | +22.0% |
| 5Y | -42.3% | -77.5% | +35.2% | +0.6% |
| All | +32.1% | -28.3% | +60.4% | +49.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling