+27.6%
SWKS vs AEIS
-44.0%
+71.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.1% | -4.9% | -0.6% |
| 7D | -6.2% | -11.3% | +5.1% | -3.2% |
| 30D | -1.5% | -32.6% | +31.1% | +10.8% |
| 3M | +23.0% | -39.2% | +62.1% | +42.2% |
| 6M | +27.6% | -45.4% | +73.0% | +54.1% |
| All | +27.6% | -44.0% | +71.7% | +54.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling