-91.3%
AMIX vs SWK
+82.9%
-174.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.6% | -3.0% | -2.8% |
| 7D | -25.5% | +11.3% | -36.7% | -35.5% |
| 30D | -56.2% | +28.1% | -84.3% | -68.8% |
| 3M | -87.4% | +12.6% | -100.0% | -89.4% |
| 6M | -80.9% | +51.7% | -132.6% | -84.2% |
| YTD | -86.8% | +60.0% | -146.8% | -87.9% |
| 1Y | -91.3% | +72.7% | -164.0% | -90.8% |
| All | -91.3% | +82.9% | -174.3% | -90.8% |
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