+917.8%
AEHR vs SIMO
+297.1%
+620.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.2% | -0.9% | +1.5% |
| 7D | +18.5% | +14.6% | +3.9% | +9.5% |
| 30D | -11.9% | +6.2% | -18.1% | -15.2% |
| 3M | -5.0% | +3.6% | -8.6% | -6.2% |
| 6M | +155.0% | +130.8% | +24.2% | +54.5% |
| YTD | +349.7% | +195.8% | +153.9% | +132.3% |
| 1Y | +260.4% | +225.0% | +35.4% | +78.2% |
| 3Y | +83.6% | +452.3% | -368.7% | -32.6% |
| 5Y | +917.8% | +303.6% | +614.2% | +443.9% |
| All | +917.8% | +297.1% | +620.7% | +443.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling