+23.8%
SWKS vs AMP
+14.0%
+9.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | -0.1% |
| 7D | -2.7% | +3.1% | -5.9% | -3.5% |
| 30D | +8.5% | +3.9% | +4.6% | +7.3% |
| 3M | +17.3% | -5.8% | +23.1% | +19.4% |
| 6M | +25.1% | +12.1% | +13.1% | +21.0% |
| YTD | +33.3% | +7.1% | +26.2% | +27.6% |
| All | +23.8% | +14.0% | +9.7% | +11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling