+14.4%
AEM vs SWK
+77.0%
-62.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.4% | -3.7% | -4.6% |
| 7D | +13.9% | +11.3% | +2.6% | +9.0% |
| 30D | +0.8% | +31.5% | -30.7% | -9.6% |
| 3M | +5.8% | +14.4% | -8.7% | -0.2% |
| 6M | -1.0% | +46.4% | -47.4% | -14.8% |
| YTD | +13.1% | +61.6% | -48.5% | -8.2% |
| 1Y | +14.4% | +78.7% | -64.3% | -9.1% |
| All | +14.4% | +77.0% | -62.6% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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