-53.0%
SWKS vs AMC
-99.4%
+46.4%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.3% | -0.8% | +3.2% |
| 7D | +12.5% | +2.3% | +10.2% | +12.3% |
| 30D | +10.5% | -0.7% | +11.2% | +10.5% |
| 3M | -7.4% | +35.2% | -42.6% | -10.7% |
| 6M | +32.7% | +124.6% | -91.9% | +21.0% |
| YTD | +19.2% | +69.9% | -50.7% | +11.0% |
| 1Y | +2.4% | -2.6% | +5.0% | 0.0% |
| 3Y | -25.6% | -79.8% | +54.2% | -21.4% |
| All | -53.0% | -99.4% | +46.4% | -35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling