+1,352.6%
AAOI vs SWKS
-50.6%
+1,403.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.5% | -4.8% | -4.5% |
| 7D | +4.7% | +6.8% | -2.1% | -0.6% |
| 30D | -18.7% | +11.3% | -30.0% | -25.6% |
| 3M | -33.7% | +4.1% | -37.8% | -35.4% |
| 6M | -2.4% | +39.7% | -42.1% | -25.4% |
| YTD | +209.6% | +23.2% | +186.4% | +151.8% |
| 1Y | +355.0% | +5.3% | +349.7% | +326.7% |
| 3Y | +814.7% | -15.1% | +829.8% | +852.7% |
| All | +1,352.6% | -50.6% | +1,403.2% | +2,751.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling