+21.9%
SWK vs AMP
+452.8%
-430.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -1.0% | -1.4% |
| 7D | -2.0% | +1.2% | -3.1% | -2.7% |
| 30D | +24.6% | +4.4% | +20.2% | +21.4% |
| 3M | +10.8% | -8.8% | +19.6% | +17.4% |
| 6M | +46.1% | +9.9% | +36.1% | +36.2% |
| YTD | +56.8% | +6.1% | +50.7% | +48.4% |
| 1Y | +72.7% | +10.6% | +62.2% | +59.1% |
| 3Y | +49.9% | +58.8% | -8.9% | +7.2% |
| 5Y | -30.9% | +79.0% | -109.9% | -55.3% |
| All | +21.9% | +452.8% | -430.9% | -61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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