+46.0%
SWKS vs APTV
-26.5%
+72.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.4% | +6.4% | +6.1% |
| 7D | +5.7% | -8.9% | +14.6% | +10.0% |
| 30D | +17.3% | -9.5% | +26.8% | +22.1% |
| 3M | +28.3% | -20.6% | +48.8% | +40.9% |
| 6M | +26.1% | -28.9% | +54.9% | +42.3% |
| YTD | +41.1% | -48.2% | +89.3% | +81.0% |
| 1Y | +31.4% | -51.7% | +83.1% | +74.2% |
| 3Y | +7.3% | -48.1% | +55.4% | +31.3% |
| 5Y | -37.7% | -76.7% | +39.0% | +7.2% |
| 10Y | +46.0% | -25.6% | +71.7% | +65.8% |
| All | +46.0% | -26.5% | +72.5% | +65.8% |
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