+547.9%
AEHR vs SONY
+185.0%
+362.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.4% | +5.6% | +5.4% |
| 7D | +19.1% | -4.9% | +24.0% | +20.6% |
| 30D | -10.0% | -1.6% | -8.4% | -10.0% |
| 3M | +1.3% | +10.0% | -8.7% | -2.8% |
| 6M | +133.8% | +8.4% | +125.3% | +126.0% |
| YTD | +373.3% | -8.4% | +381.7% | +378.8% |
| 1Y | +256.2% | -18.4% | +274.5% | +272.5% |
| 3Y | +93.2% | +41.0% | +52.3% | +75.4% |
| 5Y | +793.1% | +9.3% | +783.8% | +782.1% |
| 10Y | +3,753.2% | +281.7% | +3,471.5% | +2,884.0% |
| All | +547.9% | +185.0% | +362.8% | +383.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling