+380.5%
AAOI vs SWK
+50.4%
+330.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.2% | -3.1% | -3.6% |
| 7D | +12.7% | -2.0% | +14.7% | +14.6% |
| 30D | -46.0% | +24.6% | -70.5% | -56.1% |
| 3M | -61.7% | +10.8% | -72.5% | -65.7% |
| 6M | -71.9% | +46.1% | -118.0% | -80.4% |
| YTD | +51.6% | +56.8% | -5.2% | -7.9% |
| 1Y | +120.8% | +72.7% | +48.0% | +22.7% |
| All | +380.5% | +50.4% | +330.1% | +151.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling