+712.1%
AEHR vs MCO
+28.6%
+683.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | -0.3% |
| 7D | +9.8% | -3.8% | +13.5% | +12.7% |
| 30D | -26.7% | -0.4% | -26.3% | -27.9% |
| 3M | -8.1% | +7.7% | -15.8% | -17.9% |
| 6M | +123.1% | +7.0% | +116.1% | +97.3% |
| YTD | +369.0% | -6.4% | +375.4% | +358.8% |
| 1Y | +256.4% | -7.6% | +264.0% | +247.3% |
| 3Y | +96.4% | +43.2% | +53.1% | +7.9% |
| All | +712.1% | +28.6% | +683.4% | +494.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling