+25.2%
ISRG vs AEHR
+154.2%
-129.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.3% |
| 7D | +2.1% | -8.5% | +10.6% | +2.5% |
| 30D | +6.2% | -29.6% | +35.8% | +8.1% |
| 3M | +14.4% | -43.9% | +58.3% | +17.5% |
| 6M | 0.0% | -38.7% | +38.7% | -0.7% |
| YTD | -20.5% | +195.0% | -215.6% | -34.4% |
| 1Y | -21.9% | +142.3% | -164.1% | -34.4% |
| 3Y | +62.2% | +143.1% | -81.0% | +23.0% |
| 5Y | +25.2% | +162.7% | -137.5% | -23.2% |
| All | +25.2% | +154.2% | -129.1% | -23.2% |
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 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