+81.3%
SWK vs AEIS
-2.1%
+83.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +11.3% | -8.5% | +1.3% |
| 7D | +10.7% | +1.0% | +9.7% | +9.5% |
| 30D | +33.3% | -24.0% | +57.4% | +38.9% |
| 3M | +14.7% | -32.5% | +47.2% | +21.7% |
| 6M | +48.5% | -38.6% | +87.1% | +58.7% |
| YTD | +63.9% | +4.8% | +59.0% | +51.7% |
| All | +81.3% | -2.1% | +83.4% | +70.6% |
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