+28.7%
SWK vs AEE
+202.7%
-174.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +11.0% | +2.1% | +8.9% | +10.0% |
| 30D | +30.1% | +11.4% | +18.7% | +23.5% |
| 3M | +14.7% | +5.0% | +9.7% | +12.0% |
| 6M | +44.5% | +4.4% | +40.1% | +41.0% |
| YTD | +59.4% | +15.4% | +44.0% | +47.8% |
| 1Y | +77.5% | +13.8% | +63.8% | +65.7% |
| 3Y | +49.5% | +58.0% | -8.5% | +15.9% |
| 5Y | -24.9% | +52.9% | -77.8% | -41.7% |
| All | +28.7% | +202.7% | -174.0% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling