+12.9%
SWKS vs AMT
+10.0%
+2.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.6% | -2.2% |
| 7D | -9.2% | +4.4% | -13.6% | -8.2% |
| 30D | -1.9% | +17.7% | -19.6% | +2.2% |
| 3M | +21.2% | +16.7% | +4.6% | +26.3% |
| 6M | +12.9% | +11.1% | +1.8% | +16.4% |
| All | +12.9% | +10.0% | +2.9% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 6mo: compounded portfolio wealth divided by compounded AMT 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…
6mo analysis · Full analysis span regression · 6 months rolling