+959.5%
AAOI vs SWK
+50.6%
+909.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +4.6% |
| 7D | -0.7% | -0.4% | -0.2% | -0.4% |
| 30D | -17.9% | -5.7% | -12.2% | -14.6% |
| 3M | -48.0% | +24.1% | -72.1% | -54.8% |
| 6M | +5.8% | +24.7% | -18.9% | -9.0% |
| YTD | +202.7% | +33.9% | +168.8% | +142.5% |
| 1Y | +352.5% | +34.7% | +317.8% | +265.5% |
| 3Y | +657.0% | +15.3% | +641.8% | +582.9% |
| 5Y | +1,267.0% | -39.3% | +1,306.3% | +1,541.8% |
| 10Y | +502.7% | +2.5% | +500.2% | +366.3% |
| All | +959.5% | +50.6% | +909.0% | +516.8% |
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 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