+20.8%
SWK vs AMP
+476.7%
-455.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -2.3% | -1.1% | -1.2% | -1.6% |
| 30D | +30.4% | +4.4% | +26.1% | +27.1% |
| 3M | +12.1% | -7.3% | +19.5% | +17.5% |
| 6M | +49.1% | +12.9% | +36.2% | +36.6% |
| YTD | +60.4% | +7.5% | +53.0% | +50.6% |
| 1Y | +78.3% | +13.3% | +65.0% | +61.7% |
| 3Y | +53.3% | +60.8% | -7.5% | +8.9% |
| 5Y | -27.0% | +82.7% | -109.6% | -53.3% |
| 10Y | +20.8% | +468.7% | -447.8% | -61.2% |
| All | +20.8% | +476.7% | -455.9% | -61.2% |
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