+6.6%
SWKS vs AMRZ
-13.6%
+20.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +4.0% | +3.6% |
| 7D | +12.5% | -1.9% | +14.4% | +12.7% |
| 30D | +10.5% | -16.9% | +27.4% | +12.5% |
| 3M | -7.4% | -19.2% | +11.8% | -5.6% |
| 6M | +32.7% | -29.3% | +61.9% | +38.7% |
| YTD | +19.2% | -18.0% | +37.1% | +19.0% |
| 1Y | +2.4% | -15.1% | +17.5% | -0.3% |
| All | +6.6% | -13.6% | +20.2% | +1.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling