+145.3%
AEHR vs SONY
-6.4%
+151.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +2.2% | -8.8% | -6.3% |
| 7D | -5.7% | +2.9% | -8.6% | -5.4% |
| 30D | -41.7% | +10.2% | -52.0% | -41.6% |
| 3M | -44.6% | +16.1% | -60.7% | -45.5% |
| 6M | -28.9% | +32.1% | -61.1% | -37.3% |
| YTD | +201.3% | +1.4% | +200.0% | +184.3% |
| 1Y | +145.3% | -7.0% | +152.3% | +136.7% |
| All | +145.3% | -6.4% | +151.7% | +136.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 1y: compounded portfolio wealth divided by compounded SONY 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…
1y analysis · Full analysis span regression · 6 months rolling