+1,726.5%
SWKS vs AEIS
+1,770.4%
-43.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.1% | -4.9% | -1.2% |
| 7D | -6.2% | -11.3% | +5.1% | -2.4% |
| 30D | -1.5% | -32.6% | +31.1% | +13.3% |
| 3M | +23.0% | -39.2% | +62.1% | +45.7% |
| 6M | +27.6% | -45.4% | +73.0% | +55.1% |
| YTD | +32.3% | -5.8% | +38.1% | +24.8% |
| 1Y | +20.1% | -10.0% | +30.1% | +15.2% |
| 3Y | +0.6% | +121.2% | -120.5% | -34.2% |
| 5Y | -42.3% | +110.6% | -153.0% | -61.5% |
| 10Y | +35.9% | +326.6% | -290.7% | -34.8% |
| All | +1,726.5% | +1,770.4% | -43.9% | +317.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling