+65.2%
AMKR vs SWK
-30.7%
+95.9%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | +10.0% | -1.4% | +11.4% | +10.9% |
| 30D | -19.4% | +25.5% | -44.9% | -29.7% |
| 3M | -37.4% | +11.8% | -49.1% | -41.8% |
| 6M | -51.5% | +48.7% | -100.2% | -61.5% |
| YTD | -8.1% | +57.2% | -65.3% | -29.6% |
| 1Y | +13.8% | +75.3% | -61.5% | -17.5% |
| 3Y | +59.4% | +51.9% | +7.5% | +16.9% |
| All | +65.2% | -30.7% | +95.9% | +85.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling