+3,311.2%
AEM vs SWK
+1,542.3%
+1,768.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.6% | +5.6% | +3.3% |
| 7D | +7.5% | +11.3% | -3.8% | +6.4% |
| 30D | +1.6% | +28.1% | -26.5% | -0.8% |
| 3M | +14.5% | +12.6% | +1.9% | +13.2% |
| 6M | +6.6% | +51.7% | -45.1% | +2.5% |
| YTD | +12.2% | +60.0% | -47.7% | +7.3% |
| 1Y | +19.4% | +72.7% | -53.2% | +13.3% |
| 3Y | +302.1% | +46.3% | +255.8% | +282.4% |
| 5Y | +295.7% | -24.6% | +320.3% | +293.1% |
| 10Y | +338.2% | +32.2% | +306.0% | +300.5% |
| All | +3,311.2% | +1,542.3% | +1,768.9% | +4,583.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling