+32.1%
SWKS vs AEE
+202.7%
-170.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -6.2% | +2.1% | -8.2% | -6.9% |
| 30D | -1.5% | +11.4% | -12.9% | -5.3% |
| 3M | +23.0% | +5.0% | +18.0% | +20.7% |
| 6M | +27.6% | +4.4% | +23.2% | +24.8% |
| YTD | +32.3% | +15.4% | +16.9% | +24.5% |
| 1Y | +20.1% | +13.8% | +6.4% | +13.5% |
| 3Y | +0.6% | +58.0% | -57.4% | -17.9% |
| 5Y | -42.3% | +52.9% | -95.3% | -53.0% |
| All | +32.1% | +202.7% | -170.6% | -5.3% |
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