+30.5%
SWKS vs AMBA
-6.6%
+37.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.4% | +7.4% | +1.3% |
| 7D | -9.2% | -14.6% | +5.4% | -4.1% |
| 30D | -1.9% | -18.8% | +16.9% | +4.9% |
| 3M | +21.2% | -32.6% | +53.8% | +38.0% |
| 6M | +12.9% | -25.8% | +38.7% | +18.4% |
| YTD | +30.7% | -22.1% | +52.9% | +32.9% |
| 1Y | +14.1% | -36.2% | +50.4% | +22.8% |
| 3Y | -1.7% | +10.0% | -11.7% | -20.4% |
| 5Y | -43.0% | -71.6% | +28.6% | -32.7% |
| All | +30.5% | -6.6% | +37.1% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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