+2.4%
SWKS vs AMIX
-81.0%
+83.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +3.6% |
| 7D | +12.5% | -13.7% | +26.2% | +12.8% |
| 30D | +10.5% | -62.1% | +72.6% | +12.1% |
| 3M | -7.4% | -46.2% | +38.8% | -10.5% |
| 6M | +32.7% | -46.4% | +79.1% | +27.9% |
| YTD | +19.2% | -60.3% | +79.4% | +14.5% |
| 1Y | +2.4% | -79.7% | +82.1% | +7.7% |
| All | +2.4% | -81.0% | +83.4% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling