+37.1%
SWKS vs AMBA
+10.7%
+26.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.7% | -1.2% | -2.3% |
| 7D | -4.9% | -8.1% | +3.1% | -2.1% |
| 30D | -1.2% | -10.8% | +9.6% | +2.4% |
| 3M | +24.2% | -25.9% | +50.1% | +36.9% |
| 6M | +21.5% | -13.9% | +35.3% | +21.0% |
| YTD | +33.5% | -14.0% | +47.5% | +31.2% |
| 1Y | +18.9% | -25.7% | +44.6% | +21.1% |
| 3Y | +0.4% | +21.5% | -21.1% | -21.5% |
| 5Y | -44.3% | -68.9% | +24.7% | -36.2% |
| 10Y | +37.1% | +5.2% | +31.9% | -19.1% |
| All | +37.1% | +10.7% | +26.4% | -19.1% |
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