+836.6%
AEHR vs MOS
-8.7%
+845.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.4% | +11.7% | +12.4% |
| 7D | +6.7% | +9.5% | -2.8% | +2.2% |
| 30D | -12.7% | +10.4% | -23.1% | -17.4% |
| 3M | -26.0% | +12.9% | -38.9% | -31.1% |
| 6M | +102.2% | +1.2% | +101.0% | +95.7% |
| YTD | +327.2% | +9.3% | +317.9% | +295.2% |
| 1Y | +228.1% | -18.0% | +246.1% | +248.1% |
| 3Y | +67.0% | -29.0% | +96.1% | +83.7% |
| All | +836.6% | -8.7% | +845.3% | +627.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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