+94.5%
AEHR vs SM
-0.7%
+95.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.4% | -2.0% |
| 7D | +23.0% | +2.1% | +20.9% | +22.2% |
| 30D | -19.9% | +18.1% | -38.1% | -23.7% |
| 3M | +0.5% | +17.0% | -16.5% | -5.0% |
| 6M | +123.6% | +55.4% | +68.1% | +78.3% |
| YTD | +364.6% | +108.6% | +256.1% | +217.8% |
| 1Y | +255.3% | +45.7% | +209.7% | +188.5% |
| All | +94.5% | -0.7% | +95.2% | +57.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling