+793.1%
AEHR vs SBAC
-44.9%
+838.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.0% | +6.3% | +5.6% |
| 7D | +19.1% | +0.2% | +18.9% | +18.9% |
| 30D | -10.0% | +3.9% | -13.9% | -11.4% |
| 3M | +1.3% | -8.2% | +9.5% | +3.3% |
| 6M | +133.8% | -2.8% | +136.6% | +132.1% |
| YTD | +373.3% | -1.5% | +374.8% | +363.7% |
| 1Y | +256.2% | 0.0% | +256.1% | +246.3% |
| 3Y | +93.2% | -8.4% | +101.6% | +85.4% |
| 5Y | +793.1% | -43.5% | +836.6% | +1,054.5% |
| All | +793.1% | -44.9% | +838.0% | +1,054.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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