+19.1%
SWKS vs AMRZ
-17.1%
+36.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.6% | 0.0% |
| 7D | -3.1% | +0.2% | -3.4% | -3.2% |
| 30D | +8.3% | +16.2% | -7.9% | +6.3% |
| 3M | +20.2% | -8.9% | +29.2% | +20.8% |
| 6M | +24.9% | -20.1% | +45.1% | +26.7% |
| YTD | +33.2% | -21.3% | +54.4% | +33.0% |
| 1Y | +23.6% | -12.6% | +36.2% | +19.7% |
| All | +19.1% | -17.1% | +36.2% | +13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling