+547.9%
AEHR vs SIRI
-81.6%
+629.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.9% | +6.2% | +5.3% |
| 7D | +19.1% | -3.9% | +23.0% | +19.5% |
| 30D | -10.0% | -0.8% | -9.2% | -9.9% |
| 3M | +1.3% | +4.3% | -3.0% | +0.7% |
| 6M | +133.8% | +34.1% | +99.7% | +127.3% |
| YTD | +373.3% | +47.3% | +326.0% | +355.4% |
| 1Y | +256.2% | +22.9% | +233.3% | +248.1% |
| 3Y | +93.2% | -24.6% | +117.8% | +95.2% |
| 5Y | +793.1% | -43.2% | +836.3% | +815.8% |
| 10Y | +3,753.2% | -12.3% | +3,765.5% | +3,722.1% |
| All | +547.9% | -81.6% | +629.4% | +428.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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