+2.9%
SWKS vs AMCR
+13.6%
-10.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.6% | +2.3% |
| 7D | +11.8% | -1.8% | +13.7% | +12.4% |
| 30D | +6.7% | -6.0% | +12.8% | +8.4% |
| 3M | 0.0% | +18.9% | -18.9% | -3.9% |
| 6M | +38.7% | +5.7% | +33.1% | +38.1% |
| YTD | +21.4% | +11.1% | +10.3% | +17.4% |
| 1Y | +2.9% | +14.4% | -11.5% | -0.6% |
| All | +2.9% | +13.6% | -10.7% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AMCR 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling