+826.4%
AAOI vs SWKS
-16.4%
+842.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.5% | -4.8% | -4.4% |
| 7D | +4.7% | +6.8% | -2.1% | -0.5% |
| 30D | -18.7% | +11.3% | -30.0% | -25.5% |
| 3M | -33.7% | +4.1% | -37.8% | -35.4% |
| 6M | -2.4% | +39.7% | -42.1% | -24.8% |
| YTD | +209.6% | +23.2% | +186.4% | +153.6% |
| 1Y | +355.0% | +5.3% | +349.7% | +330.0% |
| All | +826.4% | -16.4% | +842.9% | +789.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling