+142.3%
AEHR vs SIMO
+77.7%
+64.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.8% |
| 7D | -8.5% | -16.0% | +7.5% | +4.0% |
| 30D | -29.6% | -35.8% | +6.1% | -4.6% |
| 3M | -43.9% | -26.5% | -17.4% | -30.0% |
| 6M | -38.7% | -33.0% | -5.7% | -16.0% |
| YTD | +195.0% | +84.3% | +110.7% | +133.5% |
| 1Y | +142.3% | +82.0% | +60.3% | +95.8% |
| All | +142.3% | +77.7% | +64.5% | +95.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling