+959.5%
AAOI vs SWKS
+276.1%
+683.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.5% | +1.6% | +2.9% |
| 7D | -0.7% | +12.5% | -13.2% | -8.0% |
| 30D | -17.9% | +10.5% | -28.4% | -23.1% |
| 3M | -48.0% | -7.4% | -40.6% | -44.6% |
| 6M | +5.8% | +32.7% | -26.8% | -11.0% |
| YTD | +202.7% | +19.2% | +183.6% | +164.2% |
| 1Y | +352.5% | +2.4% | +350.1% | +340.6% |
| 3Y | +657.0% | -25.6% | +682.7% | +776.3% |
| 5Y | +1,267.0% | -53.4% | +1,320.4% | +1,970.6% |
| 10Y | +502.7% | +23.2% | +479.5% | +407.5% |
| All | +959.5% | +276.1% | +683.5% | +443.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling