+0.6%
SWKS vs AEIS
+117.1%
-116.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.1% | -4.9% | -1.3% |
| 7D | -6.2% | -11.3% | +5.1% | -2.4% |
| 30D | -1.5% | -32.6% | +31.1% | +14.0% |
| 3M | +23.0% | -39.2% | +62.1% | +46.9% |
| 6M | +27.6% | -45.4% | +73.0% | +56.8% |
| YTD | +32.3% | -5.8% | +38.1% | +15.4% |
| 1Y | +20.1% | -10.0% | +30.1% | +7.2% |
| 3Y | +0.6% | +121.2% | -120.5% | -53.0% |
| All | +0.6% | +117.1% | -116.5% | -53.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling