+400.9%
AAOI vs SWK
+76.7%
+324.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.7% |
| 7D | -0.5% | -1.4% | +0.9% | +0.4% |
| 30D | -42.1% | +25.5% | -67.6% | -50.7% |
| 3M | -61.6% | +11.8% | -73.4% | -64.9% |
| 6M | -77.6% | +48.7% | -126.3% | -83.0% |
| YTD | +43.1% | +57.2% | -14.1% | +1.7% |
| 1Y | +138.6% | +75.3% | +63.3% | +59.2% |
| 3Y | +353.5% | +51.9% | +301.6% | +240.7% |
| 5Y | +720.6% | -30.7% | +751.3% | +787.9% |
| 10Y | +99.8% | +18.4% | +81.4% | +38.9% |
| All | +400.9% | +76.7% | +324.2% | +158.6% |
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 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