+24.0%
SWKS vs AMIX
-89.8%
+113.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.8% | -9.0% | -0.3% |
| 7D | -3.1% | +11.4% | -14.6% | -3.3% |
| 30D | +8.3% | -40.5% | +48.8% | +9.1% |
| 3M | +20.2% | -80.1% | +100.3% | +23.0% |
| 6M | +24.9% | -74.8% | +99.8% | +21.5% |
| YTD | +33.2% | -84.0% | +117.1% | +27.6% |
| All | +24.0% | -89.8% | +113.8% | +17.5% |
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