+1,940.1%
AEHR vs SIMO
+395.4%
+1,544.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.6% |
| 7D | -8.5% | -16.0% | +7.5% | +1.8% |
| 30D | -29.6% | -35.8% | +6.1% | -8.8% |
| 3M | -43.9% | -26.5% | -17.4% | -32.3% |
| 6M | -38.7% | -33.0% | -5.7% | -20.3% |
| YTD | +195.0% | +84.3% | +110.7% | +122.7% |
| 1Y | +142.3% | +82.0% | +60.3% | +84.7% |
| 3Y | +143.1% | +218.5% | -75.3% | +44.3% |
| 5Y | +162.7% | +175.0% | -12.4% | +61.6% |
| 10Y | +1,940.1% | +407.5% | +1,532.6% | +801.4% |
| All | +1,940.1% | +395.4% | +1,544.7% | +801.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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