+271,732.3%
AMZN vs SWKS
+4,379.5%
+267,352.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.0% | -7.7% | -3.3% |
| 7D | +0.1% | +5.7% | -5.6% | -1.5% |
| 30D | +2.6% | +17.3% | -14.8% | -2.0% |
| 3M | -2.2% | +28.3% | -30.5% | -9.9% |
| 6M | -1.0% | +26.1% | -27.1% | -9.7% |
| YTD | +15.3% | +41.1% | -25.8% | +0.8% |
| 1Y | +6.9% | +31.4% | -24.6% | -4.8% |
| 3Y | +85.4% | +7.3% | +78.1% | +67.4% |
| 5Y | +53.3% | -37.7% | +91.0% | +60.0% |
| 10Y | +620.3% | +46.0% | +574.3% | +472.1% |
| All | +271,732.3% | +4,379.5% | +267,352.8% | +63,474.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling