+100.9%
AAOI vs SWKS
+14.2%
+86.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.9% | -4.4% | -5.8% |
| 7D | -27.9% | -4.9% | -23.0% | -25.7% |
| 30D | -51.2% | -1.2% | -50.1% | -50.7% |
| 3M | -55.0% | +24.2% | -79.1% | -61.6% |
| 6M | -65.7% | +21.5% | -87.2% | -70.3% |
| YTD | +70.0% | +33.5% | +36.5% | +41.4% |
| 1Y | +100.9% | +18.9% | +82.0% | +100.8% |
| All | +100.9% | +14.2% | +86.8% | +100.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 1y: compounded portfolio wealth divided by compounded SWKS 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…
1y analysis · Full analysis span regression · 6 months rolling