+0.6%
SWKS vs AMP
+54.6%
-54.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +2.1% |
| 7D | -6.2% | +2.2% | -8.3% | -7.6% |
| 30D | -1.5% | +2.2% | -3.7% | -3.2% |
| 3M | +23.0% | -10.4% | +33.4% | +30.5% |
| 6M | +27.6% | +5.8% | +21.8% | +21.3% |
| YTD | +32.3% | +3.3% | +29.0% | +26.5% |
| 1Y | +20.1% | +11.1% | +9.1% | +8.6% |
| 3Y | +0.6% | +56.0% | -55.4% | -40.6% |
| All | +0.6% | +54.6% | -54.0% | -40.6% |
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