+1,298.1%
AAOI vs SWK
-41.4%
+1,339.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.3% | -1.0% | -1.5% |
| 7D | +4.7% | -4.6% | +9.2% | +8.3% |
| 30D | -18.7% | -9.9% | -8.8% | -12.1% |
| 3M | -33.7% | +15.4% | -49.2% | -40.8% |
| 6M | -2.4% | +25.0% | -27.4% | -19.3% |
| YTD | +209.6% | +27.2% | +182.4% | +143.4% |
| 1Y | +355.0% | +24.6% | +330.4% | +268.5% |
| 3Y | +814.7% | +13.7% | +801.0% | +686.4% |
| 5Y | +1,298.1% | -41.5% | +1,339.6% | +1,351.8% |
| All | +1,298.1% | -41.4% | +1,339.5% | +1,351.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling