-23.7%
SWKS vs AMIX
-99.9%
+76.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +3.6% |
| 7D | +12.5% | -13.7% | +26.2% | +12.7% |
| 30D | +10.5% | -62.1% | +72.6% | +12.0% |
| 3M | -7.4% | -46.2% | +38.8% | -11.0% |
| 6M | +32.7% | -46.4% | +79.1% | +27.3% |
| YTD | +19.2% | -60.3% | +79.4% | +14.6% |
| 1Y | +2.4% | -79.7% | +82.1% | -0.9% |
| All | -23.7% | -99.9% | +76.2% | -33.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling