+11.6%
SWKS vs AMP
+59.7%
-48.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.3% | +4.0% | +3.4% |
| 7D | +10.9% | +1.2% | +9.7% | +10.0% |
| 30D | +17.6% | +4.4% | +13.2% | +14.2% |
| 3M | +29.2% | -8.8% | +38.0% | +35.8% |
| 6M | +37.0% | +9.9% | +27.0% | +27.4% |
| YTD | +44.9% | +6.1% | +38.8% | +36.4% |
| 1Y | +33.8% | +10.6% | +23.3% | +22.0% |
| All | +11.6% | +59.7% | -48.1% | -29.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling