+22.4%
SWK vs AMP
+503.1%
-480.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.6% |
| 7D | +11.3% | +3.3% | +8.0% | +9.2% |
| 30D | +31.5% | +4.2% | +27.2% | +28.2% |
| 3M | +14.4% | -6.4% | +20.9% | +19.2% |
| 6M | +46.4% | +12.4% | +34.0% | +34.5% |
| YTD | +61.6% | +7.4% | +54.1% | +51.7% |
| 1Y | +78.7% | +14.7% | +64.0% | +60.7% |
| 3Y | +54.4% | +60.8% | -6.4% | +9.7% |
| 5Y | -25.3% | +83.4% | -108.7% | -52.4% |
| 10Y | +22.4% | +473.5% | -451.2% | -60.6% |
| All | +22.4% | +503.1% | -480.7% | -60.6% |
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