+0.6%
SWKS vs APTV
-49.5%
+50.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.5% | +4.7% | +2.3% |
| 7D | -6.2% | -10.2% | +4.1% | -3.0% |
| 30D | -1.5% | -10.8% | +9.3% | +2.1% |
| 3M | +23.0% | -14.8% | +37.8% | +29.0% |
| 6M | +27.6% | -30.6% | +58.2% | +41.4% |
| YTD | +32.3% | -48.2% | +80.5% | +63.1% |
| 1Y | +20.1% | -52.0% | +72.1% | +53.2% |
| 3Y | +0.6% | -47.0% | +47.7% | +11.4% |
| All | +0.6% | -49.5% | +50.1% | +11.4% |
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