-1.8%
ISRG vs AEHR
+922.4%
-924.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.3% | -9.8% | -4.9% |
| 7D | -5.2% | +18.5% | -23.7% | -6.4% |
| 30D | -7.6% | -11.9% | +4.4% | -7.2% |
| 3M | -16.4% | -5.0% | -11.3% | -17.8% |
| 6M | -28.6% | +155.0% | -183.5% | -37.3% |
| YTD | -38.2% | +349.7% | -387.9% | -49.3% |
| 1Y | -25.5% | +260.4% | -285.9% | -38.4% |
| 3Y | +17.4% | +83.6% | -66.2% | -3.3% |
| All | -1.8% | +922.4% | -924.2% | -40.2% |
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