+836.6%
AEHR vs SWK
-38.7%
+875.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.9% | +12.2% | +12.3% |
| 7D | +6.7% | -0.4% | +7.2% | +7.3% |
| 30D | -12.7% | -5.7% | -7.0% | -8.2% |
| 3M | -26.0% | +24.1% | -50.1% | -38.3% |
| 6M | +102.2% | +24.7% | +77.5% | +70.9% |
| YTD | +327.2% | +33.9% | +293.3% | +235.5% |
| 1Y | +228.1% | +34.7% | +193.4% | +155.9% |
| 3Y | +67.0% | +15.3% | +51.8% | +43.5% |
| All | +836.6% | -38.7% | +875.3% | +1,416.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling