+1,311.4%
AMT vs SWK
+343.7%
+967.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.4% |
| 7D | -0.2% | -0.4% | +0.2% | -0.1% |
| 30D | +4.6% | -5.7% | +10.4% | +6.7% |
| 3M | -8.4% | +24.1% | -32.5% | -16.4% |
| 6M | -6.0% | +24.7% | -30.7% | -15.1% |
| YTD | +2.1% | +33.9% | -31.8% | -10.5% |
| 1Y | -6.4% | +34.7% | -41.1% | -18.9% |
| 3Y | +8.1% | +15.3% | -7.2% | -6.2% |
| 5Y | -31.9% | -39.3% | +7.4% | -27.0% |
| 10Y | +97.1% | +2.5% | +94.6% | +48.9% |
| All | +1,311.4% | +343.7% | +967.6% | +331.6% |
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