+353.5%
AAOI vs SWKS
+11.3%
+342.3%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.5% | -5.5% |
| 7D | -0.5% | +9.4% | -9.9% | -6.5% |
| 30D | -42.1% | +17.0% | -59.1% | -47.8% |
| 3M | -61.6% | +28.9% | -90.6% | -69.1% |
| 6M | -77.6% | +33.1% | -110.8% | -82.5% |
| YTD | +43.1% | +44.8% | -1.7% | +1.8% |
| 1Y | +138.6% | +36.2% | +102.4% | +78.9% |
| 3Y | +353.5% | +11.5% | +342.1% | +203.8% |
| All | +353.5% | +11.3% | +342.3% | +203.8% |
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 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