+1,480.8%
AMT vs SWK
+444.0%
+1,036.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +13.1% | -9.1% | -0.7% |
| 7D | +6.0% | +17.9% | -11.8% | -0.3% |
| 30D | +20.1% | +31.9% | -11.9% | +8.3% |
| 3M | +12.4% | +16.6% | -4.2% | +5.7% |
| 6M | +9.9% | +61.1% | -51.2% | -9.2% |
| YTD | +14.4% | +64.2% | -49.8% | -7.3% |
| 1Y | +12.4% | +85.2% | -72.8% | -13.2% |
| 3Y | +13.7% | +50.2% | -36.5% | -10.7% |
| 5Y | -17.8% | -22.8% | +5.0% | -19.5% |
| 10Y | +123.8% | +35.8% | +88.0% | +51.0% |
| All | +1,480.8% | +444.0% | +1,036.9% | +347.3% |
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 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