+58.1%
SWK vs AEE
+59.5%
-1.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +2.4% |
| 7D | +10.7% | +2.3% | +8.3% | +9.8% |
| 30D | +33.3% | +11.6% | +21.8% | +28.2% |
| 3M | +14.7% | +5.5% | +9.2% | +12.4% |
| 6M | +48.5% | +6.0% | +42.5% | +44.8% |
| YTD | +63.9% | +16.6% | +47.3% | +54.2% |
| 1Y | +80.4% | +12.1% | +68.4% | +72.1% |
| 3Y | +58.1% | +64.2% | -6.1% | +17.2% |
| All | +58.1% | +59.5% | -1.4% | +17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling