+33.8%
SWKS vs AMRZ
-16.9%
+50.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.9% | +4.6% | +2.9% |
| 7D | +10.9% | -4.0% | +14.9% | +11.2% |
| 30D | +17.6% | +12.4% | +5.2% | +16.3% |
| 3M | +29.2% | -11.5% | +40.7% | +29.5% |
| 6M | +37.0% | -21.6% | +58.6% | +37.7% |
| YTD | +44.9% | -23.4% | +68.3% | +41.3% |
| 1Y | +33.8% | -17.2% | +51.0% | +26.7% |
| All | +33.8% | -16.9% | +50.7% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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