+32.4%
SWKS vs AMKR
+253.7%
-221.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.6% | -5.9% | -2.0% |
| 7D | -2.7% | -5.3% | +2.6% | -1.3% |
| 30D | +8.5% | -28.7% | +37.2% | +22.8% |
| 3M | +17.3% | -36.6% | +53.8% | +37.6% |
| 6M | +25.1% | -54.2% | +79.3% | +60.5% |
| YTD | +33.3% | -10.9% | +44.3% | +19.8% |
| 1Y | +22.9% | +1.3% | +21.6% | +2.9% |
| 3Y | +5.5% | +60.0% | -54.5% | -33.7% |
| 5Y | -41.9% | +59.3% | -101.2% | -64.8% |
| 10Y | +32.4% | +237.3% | -204.8% | -52.1% |
| All | +32.4% | +253.7% | -221.3% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR 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 10y: compounded portfolio wealth divided by compounded AMKR 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…
10y analysis · Full analysis span regression · 6 months rolling