-79.7%
AMIX vs SWK
+37.3%
-117.0%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -3.0% |
| 7D | -13.7% | -0.4% | -13.3% | -13.3% |
| 30D | -62.1% | -5.7% | -56.3% | -59.5% |
| 3M | -46.2% | +24.1% | -70.2% | -44.0% |
| 6M | -46.4% | +24.7% | -71.1% | -44.5% |
| YTD | -60.3% | +33.9% | -94.2% | -57.2% |
| 1Y | -79.7% | +34.7% | -114.3% | -76.8% |
| All | -79.7% | +37.3% | -117.0% | -76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling