+85.2%
SWK vs AEIS
+6.2%
+79.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -11.1% | +24.3% | +14.7% |
| 7D | +17.9% | -12.7% | +30.6% | +19.8% |
| 30D | +31.9% | -28.8% | +60.8% | +39.4% |
| 3M | +16.6% | -38.0% | +54.6% | +26.2% |
| 6M | +61.1% | -45.3% | +106.4% | +76.9% |
| YTD | +64.2% | +1.1% | +63.1% | +52.2% |
| 1Y | +85.2% | +8.6% | +76.6% | +67.0% |
| All | +85.2% | +6.2% | +79.0% | +67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling