+96.4%
AEHR vs SITM
+452.7%
-356.3%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SITM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.5% | -4.6% | -2.2% |
| 7D | +9.8% | +3.9% | +5.9% | +7.2% |
| 30D | -26.7% | -6.6% | -20.1% | -23.0% |
| 3M | -8.1% | -11.9% | +3.8% | -0.4% |
| 6M | +123.1% | +81.1% | +41.9% | +67.6% |
| YTD | +369.0% | +80.0% | +289.0% | +254.6% |
| 1Y | +256.4% | +145.8% | +110.5% | +130.7% |
| 3Y | +96.4% | +475.9% | -379.5% | -28.8% |
| All | +96.4% | +452.7% | -356.3% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SITM.
Daily Out/Under-Performance
Portfolio return minus SITM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SITM 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 SITM 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