+145.3%
AEHR vs SM
+70.4%
+74.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -15.3% | +8.7% | -10.2% |
| 7D | -5.7% | -21.5% | +15.8% | -11.2% |
| 30D | -41.7% | -11.4% | -30.3% | -43.0% |
| 3M | -44.6% | +0.6% | -45.3% | -44.0% |
| 6M | -28.9% | +0.2% | -29.2% | -26.4% |
| YTD | +201.3% | +69.7% | +131.7% | +193.3% |
| 1Y | +145.3% | +71.6% | +73.8% | +143.0% |
| All | +145.3% | +70.4% | +74.9% | +143.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 1y: compounded portfolio wealth divided by compounded SM 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…
1y analysis · Full analysis span regression · 6 months rolling