+430.6%
AAOI vs SWK
+76.3%
+354.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.2% | -3.1% | -4.0% |
| 7D | +12.7% | -2.0% | +14.7% | +14.1% |
| 30D | -46.0% | +24.6% | -70.5% | -53.7% |
| 3M | -61.7% | +10.8% | -72.5% | -64.8% |
| 6M | -71.9% | +46.1% | -118.0% | -78.4% |
| YTD | +51.6% | +56.8% | -5.2% | +7.9% |
| 1Y | +120.8% | +72.7% | +48.0% | +48.8% |
| 3Y | +464.3% | +49.9% | +414.5% | +326.8% |
| 5Y | +769.2% | -30.9% | +800.1% | +841.9% |
| 10Y | +111.7% | +18.1% | +93.5% | +47.4% |
| All | +430.6% | +76.3% | +354.3% | +174.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling