+96.4%
AEHR vs MCO
+42.6%
+53.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.5% |
| 7D | +9.8% | -3.8% | +13.5% | +10.8% |
| 30D | -26.7% | -0.4% | -26.3% | -27.3% |
| 3M | -8.1% | +7.7% | -15.8% | -13.0% |
| 6M | +123.1% | +7.0% | +116.1% | +110.2% |
| YTD | +369.0% | -6.4% | +375.4% | +372.2% |
| 1Y | +256.4% | -7.6% | +264.0% | +259.3% |
| 3Y | +96.4% | +43.2% | +53.1% | +41.6% |
| All | +96.4% | +42.6% | +53.8% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 MCO 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