+18,884.9%
AME vs SWK
+1,275.2%
+17,609.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.2% |
| 7D | +0.6% | -0.4% | +1.1% | +0.8% |
| 30D | -6.7% | -5.7% | -1.0% | -4.6% |
| 3M | +4.1% | +24.1% | -20.0% | -4.7% |
| 6M | +1.6% | +24.7% | -23.1% | -7.5% |
| YTD | +16.1% | +33.9% | -17.8% | +2.5% |
| 1Y | +27.3% | +34.7% | -7.4% | +11.3% |
| 3Y | +50.9% | +15.3% | +35.6% | +34.0% |
| 5Y | +81.4% | -39.3% | +120.7% | +99.4% |
| 10Y | +417.0% | +2.5% | +414.5% | +345.1% |
| All | +18,884.9% | +1,275.2% | +17,609.7% | +7,002.6% |
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