+272.6%
AAOI vs SWK
+21.4%
+251.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.7% | -1.6% | -2.9% |
| 7D | +2.9% | -6.7% | +9.6% | +6.7% |
| 30D | -23.1% | -13.5% | -9.7% | -17.1% |
| 3M | -41.0% | +16.2% | -57.2% | -43.7% |
| 6M | -14.3% | +22.7% | -37.0% | -22.3% |
| YTD | +196.3% | +23.8% | +172.5% | +133.4% |
| 1Y | +272.6% | +20.9% | +251.7% | +166.5% |
| All | +272.6% | +21.4% | +251.3% | +166.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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