+51.0%
SWKS vs AMKR
+245.4%
-194.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.6% | +5.3% | +3.8% |
| 7D | +10.9% | +21.7% | -10.9% | +1.8% |
| 30D | +17.6% | -22.0% | +39.6% | +28.0% |
| 3M | +29.2% | -33.1% | +62.3% | +48.2% |
| 6M | +37.0% | -49.3% | +86.3% | +68.0% |
| YTD | +44.9% | -5.5% | +50.5% | +26.9% |
| 1Y | +33.8% | +8.4% | +25.4% | +8.7% |
| 3Y | +10.2% | +62.7% | -52.5% | -31.2% |
| 5Y | -37.0% | +70.5% | -107.5% | -63.0% |
| All | +51.0% | +245.4% | -194.4% | -46.1% |
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