-43.6%
SWKS vs AMC
-99.3%
+55.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.7% | +1.1% |
| 7D | -6.2% | +2.6% | -8.8% | -6.4% |
| 30D | -1.5% | +9.0% | -10.5% | -2.3% |
| 3M | +23.0% | +22.2% | +0.8% | +20.5% |
| 6M | +27.6% | +91.5% | -63.9% | +18.4% |
| YTD | +32.3% | +101.3% | -69.0% | +21.3% |
| 1Y | +20.1% | +20.8% | -0.6% | +15.1% |
| 3Y | +0.6% | -71.3% | +72.0% | +4.2% |
| All | -43.6% | -99.3% | +55.7% | -26.4% |
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