+278.8%
SWKS vs AMC
-97.4%
+376.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +7.3% | -10.2% | -3.2% |
| 7D | -4.9% | +17.7% | -22.7% | -5.6% |
| 30D | -1.2% | +26.2% | -27.3% | -2.2% |
| 3M | +24.2% | +31.3% | -7.2% | +22.6% |
| 6M | +21.5% | +142.8% | -121.3% | +16.0% |
| YTD | +33.5% | +125.6% | -92.2% | +27.4% |
| 1Y | +18.9% | +40.2% | -21.3% | +15.6% |
| 3Y | +0.4% | -67.2% | +67.5% | +0.9% |
| 5Y | -44.3% | -99.1% | +54.8% | -39.4% |
| 10Y | +37.1% | -98.5% | +135.7% | +53.1% |
| All | +278.8% | -97.4% | +376.3% | +272.4% |
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 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