-79.4%
AMIX vs SWK
+55.1%
-134.5%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +13.1% | -16.1% | -32.5% |
| 7D | -25.1% | +17.9% | -43.0% | -55.4% |
| 30D | -54.5% | +31.9% | -86.5% | -81.9% |
| 3M | -91.7% | +16.6% | -108.3% | -95.3% |
| 6M | -79.4% | +61.1% | -140.6% | -90.0% |
| All | -79.4% | +55.1% | -134.5% | -90.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling