+2,948.1%
AEHR vs SIMO
+3,332.4%
-384.3%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +8.7% | +4.4% | +10.6% |
| 7D | +6.7% | +4.2% | +2.5% | +5.7% |
| 30D | -12.7% | +4.1% | -16.8% | -13.7% |
| 3M | -26.0% | -12.9% | -13.1% | -22.0% |
| 6M | +102.2% | +110.3% | -8.1% | +68.3% |
| YTD | +327.2% | +178.6% | +148.7% | +231.0% |
| 1Y | +228.1% | +220.0% | +8.1% | +147.5% |
| 3Y | +67.0% | +409.0% | -342.0% | +14.1% |
| 5Y | +928.1% | +277.3% | +650.8% | +640.6% |
| 10Y | +3,269.5% | +506.6% | +2,762.9% | +2,037.8% |
| All | +2,948.1% | +3,332.4% | -384.3% | +1,021.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling