+165.8%
AMKR vs SWK
+379.1%
-213.3%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.4% | +8.0% | +7.9% |
| 7D | -16.9% | +11.0% | -27.9% | -23.5% |
| 30D | -37.2% | +30.1% | -67.3% | -48.3% |
| 3M | -39.3% | +14.7% | -53.9% | -45.7% |
| 6M | -57.4% | +44.5% | -101.9% | -67.4% |
| YTD | -16.5% | +59.4% | -75.8% | -40.6% |
| 1Y | -6.0% | +77.5% | -83.5% | -37.6% |
| 3Y | +46.2% | +49.5% | -3.3% | +1.2% |
| 5Y | +49.3% | -24.9% | +74.2% | +56.0% |
| 10Y | +239.3% | +31.8% | +207.5% | +130.1% |
| All | +165.8% | +379.1% | -213.3% | -34.9% |
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