-93.7%
AAOX vs SWK
+71.2%
-164.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.3% | -0.7% | +32.0% | +31.5% |
| 7D | -20.1% | -2.3% | -17.9% | -19.2% |
| 30D | -75.5% | +30.4% | -105.9% | -78.2% |
| 3M | -89.0% | +12.1% | -101.1% | -89.2% |
| 6M | -96.7% | +49.1% | -145.8% | -96.7% |
| All | -93.7% | +71.2% | -164.9% | -94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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