+536.0%
AEHR vs MCO
+5,491.9%
-4,955.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.3% |
| 7D | +23.0% | -7.3% | +30.3% | +25.9% |
| 30D | -19.9% | -1.7% | -18.2% | -20.0% |
| 3M | +0.5% | +3.9% | -3.4% | -2.6% |
| 6M | +123.6% | +3.8% | +119.8% | +115.9% |
| YTD | +364.6% | -7.9% | +372.5% | +364.0% |
| 1Y | +255.3% | -6.8% | +262.2% | +251.7% |
| 3Y | +89.7% | +40.9% | +48.8% | +63.4% |
| 5Y | +827.9% | +27.5% | +800.4% | +743.4% |
| 10Y | +3,682.7% | +381.4% | +3,301.3% | +2,189.6% |
| All | +536.0% | +5,491.9% | -4,955.9% | +118.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling