+559.1%
AMZN vs SWKS
+25.6%
+533.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.7% | -1.4% |
| 7D | -3.0% | +12.5% | -15.5% | -7.1% |
| 30D | -5.2% | +10.5% | -15.7% | -8.8% |
| 3M | +1.9% | -7.4% | +9.3% | +3.3% |
| 6M | +19.2% | +32.7% | -13.4% | +3.9% |
| YTD | +12.0% | +19.2% | -7.2% | +0.7% |
| 1Y | +9.7% | +2.4% | +7.3% | +3.8% |
| 3Y | +87.2% | -25.6% | +112.8% | +88.0% |
| 5Y | +48.7% | -53.4% | +102.1% | +75.4% |
| All | +559.1% | +25.6% | +533.5% | +409.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 10y: compounded portfolio wealth divided by compounded SWKS 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…
10y analysis · Full analysis span regression · 6 months rolling