+31.0%
SWKS vs AMP
+574.4%
-543.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.2% |
| 7D | +11.8% | +2.6% | +9.2% | +10.2% |
| 30D | +6.7% | +0.8% | +5.9% | +6.1% |
| 3M | 0.0% | +24.3% | -24.2% | -12.4% |
| 6M | +38.7% | +20.6% | +18.2% | +23.1% |
| YTD | +21.4% | +14.6% | +6.7% | +10.3% |
| 1Y | +2.9% | +14.5% | -11.6% | -6.5% |
| 3Y | -16.4% | +67.9% | -84.3% | -39.6% |
| 5Y | -51.2% | +122.5% | -173.7% | -70.0% |
| 10Y | +31.0% | +573.3% | -542.3% | -51.0% |
| All | +31.0% | +574.4% | -543.3% | -51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AMP 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling