+74.1%
AEHR vs SN
+496.6%
-422.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.0% | +4.2% | +4.7% |
| 7D | +18.5% | +0.1% | +18.4% | +18.4% |
| 30D | -11.9% | -5.6% | -6.3% | -9.6% |
| 3M | -5.0% | +48.1% | -53.1% | -25.5% |
| 6M | +155.0% | +57.6% | +97.3% | +95.8% |
| YTD | +349.7% | +56.5% | +293.2% | +248.1% |
| 1Y | +260.4% | +52.6% | +207.9% | +180.9% |
| 3Y | +83.6% | +412.0% | -328.4% | +20.2% |
| All | +74.1% | +496.6% | -422.6% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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