+18,862.2%
AME vs SWK
+1,585.9%
+17,276.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +13.1% | -17.7% | -9.6% |
| 7D | -4.4% | +17.9% | -22.3% | -11.0% |
| 30D | -5.9% | +31.9% | -37.8% | -16.2% |
| 3M | -6.5% | +16.6% | -23.1% | -12.8% |
| 6M | +3.2% | +61.1% | -57.9% | -15.4% |
| YTD | +16.0% | +64.2% | -48.2% | -6.3% |
| 1Y | +20.4% | +85.2% | -64.8% | -7.4% |
| 3Y | +68.2% | +50.2% | +18.0% | +33.9% |
| 5Y | +74.4% | -22.8% | +97.2% | +73.2% |
| 10Y | +470.6% | +35.8% | +434.9% | +337.3% |
| All | +18,862.2% | +1,585.9% | +17,276.3% | +6,394.7% |
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