+127.0%
AEHR vs SM
+5.5%
+121.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.1% | -6.5% | -6.6% |
| 7D | +6.4% | +9.4% | -3.0% | +2.9% |
| 30D | -20.3% | -14.4% | -5.9% | -16.7% |
| 3M | -53.8% | +1.6% | -55.3% | -55.2% |
| 6M | -44.8% | +6.3% | -51.2% | -48.9% |
| YTD | +182.2% | +78.8% | +103.4% | +95.2% |
| 1Y | +174.7% | +83.1% | +91.6% | +87.6% |
| 3Y | +143.5% | -5.9% | +149.4% | +113.2% |
| All | +127.0% | +5.5% | +121.5% | +64.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling