+233.1%
AMKR vs SWK
+26.9%
+206.2%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -0.6% |
| 7D | -8.4% | +11.3% | -19.7% | -15.2% |
| 30D | -29.8% | +31.5% | -61.3% | -42.0% |
| 3M | -34.7% | +14.4% | -49.1% | -41.1% |
| 6M | -54.9% | +46.4% | -101.3% | -65.3% |
| YTD | -12.3% | +61.6% | -73.8% | -37.2% |
| 1Y | -1.4% | +78.7% | -80.2% | -33.7% |
| 3Y | +51.1% | +54.4% | -3.3% | +3.7% |
| 5Y | +62.6% | -25.3% | +87.9% | +76.5% |
| 10Y | +233.1% | +22.4% | +210.7% | +127.1% |
| All | +233.1% | +26.9% | +206.2% | +127.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling