+96.4%
AEHR vs SSNC
+49.3%
+47.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.6% |
| 7D | +9.8% | -4.0% | +13.8% | +10.7% |
| 30D | -26.7% | +0.5% | -27.3% | -27.2% |
| 3M | -8.1% | +18.9% | -27.0% | -13.7% |
| 6M | +123.1% | +10.8% | +112.2% | +116.5% |
| YTD | +369.0% | -7.1% | +376.1% | +411.3% |
| 1Y | +256.4% | -9.6% | +266.0% | +297.7% |
| 3Y | +96.4% | +51.1% | +45.3% | +43.7% |
| All | +96.4% | +49.3% | +47.1% | +43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling