-19.9%
ISRG vs AEHR
+242.2%
-262.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.8% | +3.9% | +2.1% |
| 7D | -2.5% | +23.0% | -25.5% | -2.6% |
| 30D | -10.2% | -19.9% | +9.8% | -10.1% |
| 3M | -12.5% | +0.5% | -13.0% | -12.8% |
| 6M | -25.8% | +123.6% | -149.4% | -28.9% |
| YTD | -36.4% | +364.6% | -401.0% | -40.1% |
| 1Y | -19.9% | +255.3% | -275.2% | -25.3% |
| All | -19.9% | +242.2% | -262.1% | -25.3% |
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 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