+271.0%
SWKS vs AMC
-97.8%
+368.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -12.5% | +10.4% | -1.6% |
| 7D | -9.2% | 0.0% | -9.2% | -9.2% |
| 30D | -1.9% | +4.4% | -6.3% | -2.2% |
| 3M | +21.2% | +15.4% | +5.9% | +20.3% |
| 6M | +12.9% | +93.7% | -80.8% | +8.7% |
| YTD | +30.7% | +97.4% | -66.7% | +25.4% |
| 1Y | +14.1% | +23.2% | -9.1% | +11.5% |
| 3Y | -1.7% | -71.3% | +69.6% | -0.7% |
| 5Y | -43.0% | -99.3% | +56.3% | -37.6% |
| 10Y | +34.3% | -98.7% | +133.0% | +50.7% |
| All | +271.0% | -97.8% | +368.8% | +266.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling