+228.1%
AEHR vs SM
+36.8%
+191.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -3.1% | +16.2% | +12.7% |
| 7D | +6.7% | -0.5% | +7.2% | +6.7% |
| 30D | -12.7% | +25.6% | -38.2% | -9.8% |
| 3M | -26.0% | +8.0% | -34.0% | -24.1% |
| 6M | +102.2% | +50.8% | +51.4% | +94.7% |
| YTD | +327.2% | +97.9% | +229.4% | +287.4% |
| 1Y | +228.1% | +33.8% | +194.3% | +221.3% |
| All | +228.1% | +36.8% | +191.3% | +221.3% |
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