+3,287.7%
AEHR vs SSNC
+1,037.0%
+2,250.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.8% | +9.1% | +6.8% |
| 7D | +18.5% | -1.8% | +20.3% | +19.1% |
| 30D | -11.9% | +1.9% | -13.8% | -13.1% |
| 3M | -5.0% | +18.4% | -23.4% | -13.5% |
| 6M | +155.0% | +7.0% | +148.0% | +140.1% |
| YTD | +349.7% | -6.9% | +356.6% | +347.1% |
| 1Y | +260.4% | -8.2% | +268.6% | +260.3% |
| 3Y | +83.6% | +50.5% | +33.1% | +48.5% |
| 5Y | +917.8% | +17.4% | +900.4% | +827.1% |
| 10Y | +3,517.1% | +164.9% | +3,352.2% | +2,432.6% |
| All | +3,287.7% | +1,037.0% | +2,250.7% | +1,327.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling