+405.8%
AAOI vs SWKS
+58.1%
+347.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +9.8% | -14.1% | -10.9% |
| 7D | +2.9% | +17.5% | -14.6% | -8.5% |
| 30D | -23.1% | +23.0% | -46.1% | -33.9% |
| 3M | -41.0% | +19.5% | -60.6% | -47.6% |
| 6M | -14.3% | +54.3% | -68.6% | -36.3% |
| YTD | +196.3% | +35.3% | +161.0% | +132.9% |
| 1Y | +272.6% | +17.9% | +254.7% | +226.6% |
| 3Y | +775.3% | -6.8% | +782.1% | +768.7% |
| 5Y | +1,290.2% | -45.4% | +1,335.6% | +1,805.4% |
| All | +405.8% | +58.1% | +347.7% | +285.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling