+228.1%
AEHR vs SSNC
-3.0%
+231.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.2% | +14.3% | +12.4% |
| 7D | +6.7% | +0.6% | +6.1% | +7.2% |
| 30D | -12.7% | +6.0% | -18.7% | -9.4% |
| 3M | -26.0% | +21.0% | -47.0% | -13.9% |
| 6M | +102.2% | +12.1% | +90.1% | +138.2% |
| YTD | +327.2% | -3.2% | +330.5% | +407.4% |
| 1Y | +228.1% | -4.4% | +232.5% | +284.5% |
| All | +228.1% | -3.0% | +231.1% | +284.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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