+845.3%
AAOI vs SWK
+15.2%
+830.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.8% | +8.5% | +8.1% |
| 7D | +7.9% | +0.1% | +7.8% | +7.5% |
| 30D | -17.8% | -8.9% | -8.8% | -10.9% |
| 3M | -43.3% | +20.5% | -63.8% | -52.3% |
| 6M | +16.7% | +27.1% | -10.4% | -8.0% |
| YTD | +220.0% | +30.2% | +189.8% | +133.8% |
| 1Y | +372.1% | +24.8% | +347.3% | +264.5% |
| 3Y | +845.3% | +16.3% | +829.0% | +708.6% |
| All | +845.3% | +15.2% | +830.2% | +708.6% |
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