+17.4%
ISRG vs AEHR
+82.4%
-65.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.3% | -9.8% | -4.7% |
| 7D | -5.2% | +18.5% | -23.7% | -5.8% |
| 30D | -7.6% | -11.9% | +4.4% | -7.4% |
| 3M | -16.4% | -5.0% | -11.3% | -17.1% |
| 6M | -28.6% | +155.0% | -183.5% | -34.2% |
| YTD | -38.2% | +349.7% | -387.9% | -45.5% |
| 1Y | -25.5% | +260.4% | -285.9% | -34.0% |
| 3Y | +17.4% | +83.6% | -66.2% | +1.2% |
| All | +17.4% | +82.4% | -65.0% | +1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling