+50.8%
SWKS vs AMP
+459.2%
-408.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.8% |
| 7D | +9.4% | +3.9% | +5.5% | +6.9% |
| 30D | +17.0% | +5.1% | +11.9% | +13.1% |
| 3M | +28.9% | -8.7% | +37.6% | +35.1% |
| 6M | +33.1% | +11.4% | +21.7% | +23.1% |
| YTD | +44.8% | +7.3% | +37.5% | +35.7% |
| 1Y | +36.2% | +14.6% | +21.7% | +22.7% |
| 3Y | +11.5% | +61.2% | -49.7% | -18.6% |
| 5Y | -37.1% | +81.0% | -118.1% | -57.4% |
| All | +50.8% | +459.2% | -408.4% | -44.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling