+484.8%
AEHR vs SWK
+383.4%
+101.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.9% | +12.2% | +12.7% |
| 7D | +6.7% | -0.4% | +7.2% | +7.1% |
| 30D | -12.7% | -5.7% | -7.0% | -10.3% |
| 3M | -26.0% | +24.1% | -50.1% | -32.7% |
| 6M | +102.2% | +24.7% | +77.5% | +86.3% |
| YTD | +327.2% | +33.9% | +293.3% | +279.3% |
| 1Y | +228.1% | +34.7% | +193.4% | +191.2% |
| 3Y | +67.0% | +15.3% | +51.8% | +59.8% |
| 5Y | +928.1% | -39.3% | +967.4% | +1,135.0% |
| 10Y | +3,269.5% | +2.5% | +3,267.1% | +3,067.4% |
| All | +484.8% | +383.4% | +101.5% | +181.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling