+793.1%
AEHR vs SAN
+384.1%
+409.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.2% | +6.5% | +6.2% |
| 7D | +19.1% | -0.5% | +19.6% | +19.2% |
| 30D | -10.0% | -0.1% | -10.0% | -10.1% |
| 3M | +1.3% | +19.6% | -18.3% | -10.4% |
| 6M | +133.8% | +32.7% | +101.1% | +96.0% |
| YTD | +373.3% | +26.7% | +346.6% | +304.6% |
| 1Y | +256.2% | +51.6% | +204.5% | +171.3% |
| 3Y | +93.2% | +348.7% | -255.5% | -32.6% |
| 5Y | +793.1% | +378.7% | +414.4% | +189.5% |
| All | +793.1% | +384.1% | +409.0% | +189.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling