+46.2%
AMKR vs SWK
+46.0%
+0.2%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.4% | +8.0% | +7.8% |
| 7D | -16.9% | +11.0% | -27.9% | -22.1% |
| 30D | -37.2% | +30.1% | -67.3% | -46.4% |
| 3M | -39.3% | +14.7% | -53.9% | -44.4% |
| 6M | -57.4% | +44.5% | -101.9% | -65.8% |
| YTD | -16.5% | +59.4% | -75.8% | -37.0% |
| 1Y | -6.0% | +77.5% | -83.5% | -32.8% |
| 3Y | +46.2% | +49.5% | -3.3% | +4.7% |
| All | +46.2% | +46.0% | +0.2% | +4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling