+158.0%
AEHR vs SIMO
+230.1%
-72.1%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +5.7% | +6.0% | +7.6% |
| 7D | +16.2% | -8.2% | +24.4% | +25.9% |
| 30D | -29.3% | -34.6% | +5.3% | -3.3% |
| 3M | -42.0% | -32.6% | -9.3% | -23.3% |
| 6M | -38.5% | -31.8% | -6.7% | -16.5% |
| YTD | +196.2% | +87.6% | +108.6% | +85.0% |
| 1Y | +144.3% | +86.7% | +57.7% | +53.7% |
| 3Y | +158.0% | +227.4% | -69.4% | -12.9% |
| All | +158.0% | +230.1% | -72.1% | -12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling