-25.2%
SWKS vs APTV
-53.8%
+28.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.1% | +0.5% | +2.5% |
| 7D | +12.5% | +4.8% | +7.7% | +10.8% |
| 30D | +10.5% | +2.0% | +8.5% | +9.6% |
| 3M | -7.4% | -34.2% | +26.8% | +6.3% |
| 6M | +32.7% | -34.7% | +67.3% | +51.7% |
| YTD | +19.2% | -37.0% | +56.1% | +37.3% |
| 1Y | +2.4% | -40.4% | +42.8% | +20.8% |
| All | -25.2% | -53.8% | +28.6% | -12.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling