+14.7%
AEHR vs SN
+681.9%
-667.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.9% | +8.7% | +10.2% |
| 7D | +16.2% | +7.6% | +8.6% | +12.1% |
| 30D | -29.3% | +24.1% | -53.4% | -36.8% |
| 3M | -42.0% | +23.7% | -65.7% | -48.6% |
| 6M | -38.5% | +105.5% | -144.0% | -59.8% |
| YTD | +196.2% | +105.1% | +91.1% | +97.8% |
| 1Y | +144.3% | +148.3% | -4.0% | +50.0% |
| 3Y | +158.0% | +438.7% | -280.6% | +41.9% |
| All | +14.7% | +681.9% | -667.2% | -36.1% |
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