+0.4%
CMS vs AEHR
+147.2%
-146.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.6% | +8.0% | +1.3% |
| 7D | +4.1% | -5.7% | +9.8% | +4.1% |
| 30D | +10.9% | -41.7% | +52.6% | +10.5% |
| 3M | -0.2% | -44.6% | +44.4% | -0.5% |
| 6M | -4.7% | -28.9% | +24.2% | -4.8% |
| YTD | +3.9% | +201.3% | -197.5% | +0.6% |
| 1Y | +0.4% | +145.3% | -145.0% | -2.5% |
| All | +0.4% | +147.2% | -146.9% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 AEHR 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