+145.3%
AEHR vs SHAK
-21.2%
+166.6%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +3.8% | -10.4% | -7.2% |
| 7D | -5.7% | +8.3% | -14.1% | -7.6% |
| 30D | -41.7% | +16.7% | -58.4% | -44.0% |
| 3M | -44.6% | +10.0% | -54.6% | -46.4% |
| 6M | -28.9% | -23.8% | -5.1% | -16.8% |
| YTD | +201.3% | -10.3% | +211.6% | +226.8% |
| 1Y | +145.3% | -22.9% | +168.2% | +210.9% |
| All | +145.3% | -21.2% | +166.6% | +210.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 1y: compounded portfolio wealth divided by compounded SHAK 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…
1y analysis · Full analysis span regression · 6 months rolling