+29.5%
SWK vs AMP
+585.0%
-555.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.7% | -0.9% | +0.4% |
| 7D | +10.7% | +3.1% | +7.6% | +8.7% |
| 30D | +33.3% | +3.9% | +29.4% | +30.3% |
| 3M | +14.7% | -5.8% | +20.4% | +18.9% |
| 6M | +48.5% | +12.1% | +36.5% | +36.7% |
| YTD | +63.9% | +7.1% | +56.8% | +54.1% |
| 1Y | +80.4% | +14.2% | +66.2% | +62.7% |
| 3Y | +58.1% | +62.5% | -4.4% | +11.6% |
| 5Y | -24.5% | +82.6% | -107.1% | -51.7% |
| 10Y | +29.5% | +515.9% | -486.5% | -61.3% |
| All | +29.5% | +585.0% | -555.5% | -61.3% |
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