+260.4%
AEHR vs SWK
+24.6%
+235.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.8% | +8.1% | +8.2% |
| 7D | +18.5% | +0.1% | +18.4% | +18.3% |
| 30D | -11.9% | -8.9% | -3.0% | -3.1% |
| 3M | -5.0% | +20.5% | -25.5% | -21.9% |
| 6M | +155.0% | +27.1% | +127.9% | +95.7% |
| YTD | +349.7% | +30.2% | +319.5% | +222.3% |
| 1Y | +260.4% | +24.8% | +235.7% | +145.3% |
| All | +260.4% | +24.6% | +235.8% | +145.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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