-21.4%
ISRG vs AEHR
+173.6%
-195.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.4% | -10.5% | -0.1% |
| 7D | -6.8% | +8.1% | -14.9% | -6.7% |
| 30D | +5.1% | -15.9% | +21.0% | +5.2% |
| 3M | +12.0% | -43.9% | +55.9% | +12.3% |
| 6M | +7.0% | -37.1% | +44.1% | +6.7% |
| YTD | -20.6% | +225.8% | -246.4% | -29.2% |
| 1Y | -21.4% | +184.0% | -205.5% | -29.9% |
| All | -21.4% | +173.6% | -195.1% | -29.9% |
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