+127.0%
AEHR vs SMTC
+26.3%
+100.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.1% | -2.6% | -3.9% |
| 7D | +6.4% | +11.0% | -4.7% | -0.4% |
| 30D | -20.3% | -28.5% | +8.2% | +0.7% |
| 3M | -53.8% | -14.2% | -39.6% | -48.2% |
| 6M | -44.8% | -18.0% | -26.8% | -33.9% |
| YTD | +182.2% | +55.5% | +126.7% | +142.3% |
| 1Y | +174.7% | +69.5% | +105.2% | +124.7% |
| 3Y | +143.5% | +699.7% | -556.1% | -47.0% |
| All | +127.0% | +26.3% | +100.7% | +226.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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