+550.7%
ISRG vs AEHR
+2,129.8%
-1,579.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.4% | -10.5% | -0.7% |
| 7D | -6.8% | +8.1% | -14.9% | -7.4% |
| 30D | +5.1% | -15.9% | +21.0% | +5.5% |
| 3M | +12.0% | -43.9% | +55.9% | +14.6% |
| 6M | +7.0% | -37.1% | +44.1% | +6.5% |
| YTD | -20.6% | +225.8% | -246.4% | -31.5% |
| 1Y | -21.4% | +184.0% | -205.5% | -31.6% |
| 3Y | +62.0% | +168.5% | -106.5% | +32.3% |
| 5Y | +28.1% | +186.2% | -158.1% | -2.9% |
| 10Y | +550.7% | +2,078.1% | -1,527.4% | +290.3% |
| All | +550.7% | +2,129.8% | -1,579.1% | +290.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling