+32.1%
SWKS vs AMC
-98.7%
+130.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.7% | +1.1% |
| 7D | -6.2% | +2.6% | -8.8% | -6.3% |
| 30D | -1.5% | +9.0% | -10.5% | -1.9% |
| 3M | +23.0% | +22.2% | +0.8% | +21.9% |
| 6M | +27.6% | +91.5% | -63.9% | +23.5% |
| YTD | +32.3% | +101.3% | -69.0% | +27.4% |
| 1Y | +20.1% | +20.8% | -0.6% | +17.8% |
| 3Y | +0.6% | -71.3% | +72.0% | +1.5% |
| 5Y | -42.3% | -99.2% | +56.9% | -37.8% |
| All | +32.1% | -98.7% | +130.8% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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