+25.9%
CMS vs AEHR
+861.6%
-835.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +13.1% | -13.3% | -0.1% |
| 7D | +0.4% | +6.7% | -6.4% | +0.4% |
| 30D | -3.6% | -12.7% | +9.1% | -3.6% |
| 3M | -1.9% | -26.0% | +24.1% | -1.8% |
| 6M | -11.0% | +102.2% | -113.2% | -10.7% |
| YTD | +0.2% | +327.2% | -327.0% | +0.7% |
| 1Y | -1.3% | +228.1% | -229.4% | -0.9% |
| 3Y | +35.9% | +67.0% | -31.1% | +36.4% |
| All | +25.9% | +861.6% | -835.8% | +27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling