+77.5%
SWK vs AEIS
-12.7%
+90.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.1% | -6.5% | -1.2% |
| 7D | +11.0% | -11.3% | +22.3% | +12.0% |
| 30D | +30.1% | -32.6% | +62.6% | +37.8% |
| 3M | +14.7% | -39.2% | +53.8% | +23.4% |
| 6M | +44.5% | -45.4% | +89.9% | +57.1% |
| YTD | +59.4% | -5.8% | +65.2% | +50.2% |
| 1Y | +77.5% | -10.0% | +87.5% | +69.9% |
| All | +77.5% | -12.7% | +90.2% | +69.9% |
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