-53.0%
SWKS vs AMCR
-8.5%
-44.5%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.6% |
| 7D | +12.5% | -1.9% | +14.4% | +13.5% |
| 30D | +10.5% | -4.1% | +14.6% | +12.7% |
| 3M | -7.4% | +21.7% | -29.1% | -16.3% |
| 6M | +32.7% | +1.5% | +31.2% | +30.5% |
| YTD | +19.2% | +13.1% | +6.0% | +9.7% |
| 1Y | +2.4% | +13.0% | -10.6% | -5.9% |
| 3Y | -25.6% | +6.9% | -32.5% | -30.7% |
| All | -53.0% | -8.5% | -44.5% | -51.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling