+0.6%
SWKS vs AMCR
+16.4%
-15.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.3% | +2.0% |
| 7D | -6.2% | -5.3% | -0.8% | -4.5% |
| 30D | -1.5% | +8.7% | -10.2% | -5.0% |
| 3M | +23.0% | -3.3% | +26.2% | +23.9% |
| 6M | +27.6% | +15.1% | +12.5% | +19.9% |
| YTD | +32.3% | +12.4% | +19.9% | +24.1% |
| 1Y | +20.1% | +15.8% | +4.3% | +10.9% |
| 3Y | +0.6% | +16.7% | -16.1% | -3.8% |
| All | +0.6% | +16.4% | -15.7% | -3.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling