+3,875.0%
AEHR vs SAN
+347.0%
+3,528.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | +23.0% | -2.8% | +25.8% | +24.6% |
| 30D | -19.9% | -0.5% | -19.4% | -19.8% |
| 3M | +0.5% | +22.7% | -22.2% | -8.2% |
| 6M | +123.6% | +28.8% | +94.8% | +102.5% |
| YTD | +364.6% | +26.3% | +338.4% | +322.6% |
| 1Y | +255.3% | +48.8% | +206.5% | +201.9% |
| 3Y | +89.7% | +347.2% | -257.5% | -0.1% |
| 5Y | +827.9% | +383.8% | +444.1% | +372.6% |
| All | +3,875.0% | +347.0% | +3,528.0% | +2,084.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 10y: compounded portfolio wealth divided by compounded SAN 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…
10y analysis · Full analysis span regression · 6 months rolling