+31.0%
SWKS vs AMKR
+494.5%
-463.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.2% | -4.3% | -0.8% |
| 7D | +11.8% | +11.1% | +0.7% | +7.0% |
| 30D | +6.7% | -8.1% | +14.8% | +9.4% |
| 3M | 0.0% | -25.6% | +25.6% | +7.3% |
| 6M | +38.7% | +22.5% | +16.2% | +15.6% |
| YTD | +21.4% | +29.1% | -7.7% | -4.6% |
| 1Y | +2.9% | +105.7% | -102.8% | -36.8% |
| 3Y | -16.4% | +133.2% | -149.6% | -54.2% |
| 5Y | -51.2% | +98.5% | -149.7% | -72.5% |
| 10Y | +31.0% | +490.6% | -459.6% | -61.4% |
| All | +31.0% | +494.5% | -463.5% | -61.4% |
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