+20.8%
SWK vs AEE
+216.2%
-195.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.5% |
| 7D | -2.3% | +0.2% | -2.5% | -2.4% |
| 30D | +30.4% | +9.7% | +20.7% | +24.7% |
| 3M | +12.1% | +5.8% | +6.3% | +9.1% |
| 6M | +49.1% | +4.5% | +44.6% | +45.4% |
| YTD | +60.4% | +15.8% | +44.6% | +48.3% |
| 1Y | +78.3% | +10.8% | +67.6% | +68.6% |
| 3Y | +53.3% | +62.8% | -9.5% | +16.6% |
| 5Y | -27.0% | +56.1% | -83.0% | -44.1% |
| 10Y | +20.8% | +216.4% | -195.6% | -16.8% |
| All | +20.8% | +216.2% | -195.4% | -16.8% |
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