+2,013.4%
AEHR vs SIMO
+2,211.6%
-198.2%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +5.7% | +6.0% | +9.9% |
| 7D | +16.2% | -8.2% | +24.4% | +20.5% |
| 30D | -29.3% | -34.6% | +5.3% | -18.7% |
| 3M | -42.0% | -32.6% | -9.3% | -33.8% |
| 6M | -38.5% | -31.8% | -6.7% | -28.3% |
| YTD | +196.2% | +87.6% | +108.6% | +161.6% |
| 1Y | +144.3% | +86.7% | +57.7% | +116.6% |
| 3Y | +158.0% | +227.4% | -69.4% | +103.2% |
| 5Y | +144.4% | +173.0% | -28.6% | +98.2% |
| 10Y | +1,867.4% | +409.6% | +1,457.8% | +1,280.8% |
| All | +2,013.4% | +2,211.6% | -198.2% | +786.5% |
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