+484.8%
AEHR vs SAN
+833.8%
-349.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.8% | +13.9% | +13.3% |
| 7D | +6.7% | +1.8% | +5.0% | +6.2% |
| 30D | -12.7% | +2.0% | -14.7% | -13.2% |
| 3M | -26.0% | +19.7% | -45.7% | -29.2% |
| 6M | +102.2% | +30.6% | +71.6% | +90.7% |
| YTD | +327.2% | +28.8% | +298.4% | +303.2% |
| 1Y | +228.1% | +57.8% | +170.3% | +194.1% |
| 3Y | +67.0% | +338.1% | -271.1% | +14.0% |
| 5Y | +928.1% | +384.2% | +543.9% | +588.9% |
| 10Y | +3,269.5% | +353.1% | +2,916.4% | +2,084.1% |
| All | +484.8% | +833.8% | -349.0% | +174.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling