+286.9%
AMKR vs SWK
+302.6%
-15.7%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.2% |
| 7D | 0.0% | -0.4% | +0.4% | +0.3% |
| 30D | -11.1% | -5.7% | -5.4% | -7.6% |
| 3M | -35.2% | +24.1% | -59.2% | -44.0% |
| 6M | +4.9% | +24.7% | -19.8% | -9.6% |
| YTD | +21.6% | +33.9% | -12.4% | -0.9% |
| 1Y | +98.0% | +34.7% | +63.4% | +60.0% |
| 3Y | +77.8% | +15.3% | +62.6% | +48.6% |
| 5Y | +79.9% | -39.3% | +119.2% | +120.4% |
| 10Y | +456.9% | +2.5% | +454.4% | +356.5% |
| All | +286.9% | +302.6% | -15.7% | +8.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling