+35.3%
SWKS vs APTV
-25.9%
+61.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.2% |
| 7D | -3.1% | -4.3% | +1.1% | -1.5% |
| 30D | +8.3% | -9.7% | +18.0% | +12.8% |
| 3M | +20.2% | -20.6% | +40.8% | +32.1% |
| 6M | +24.9% | -31.7% | +56.6% | +43.5% |
| YTD | +33.2% | -48.0% | +81.1% | +70.6% |
| 1Y | +23.6% | -52.1% | +75.6% | +64.5% |
| 3Y | +1.3% | -47.9% | +49.1% | +23.8% |
| 5Y | -40.6% | -76.9% | +36.3% | +2.8% |
| 10Y | +35.3% | -26.7% | +62.0% | +52.6% |
| All | +35.3% | -25.9% | +61.2% | +52.6% |
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