+1,639.5%
SWKS vs AMT
+1,311.4%
+328.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.9% |
| 7D | +12.5% | -0.2% | +12.7% | +12.5% |
| 30D | +10.5% | +4.6% | +5.9% | +8.4% |
| 3M | -7.4% | -8.4% | +1.1% | -4.9% |
| 6M | +32.7% | -6.0% | +38.7% | +34.1% |
| YTD | +19.2% | +2.1% | +17.0% | +16.2% |
| 1Y | +2.4% | -6.4% | +8.8% | +2.9% |
| 3Y | -25.6% | +8.1% | -33.7% | -32.2% |
| 5Y | -53.4% | -31.9% | -21.5% | -49.4% |
| 10Y | +23.2% | +97.1% | -74.0% | -14.6% |
| All | +1,639.5% | +1,311.4% | +328.1% | +403.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling