+22,093.8%
ISRG vs AEHR
+721.7%
+21,372.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.3% |
| 7D | +2.1% | -8.5% | +10.6% | +2.4% |
| 30D | +6.2% | -29.6% | +35.8% | +7.6% |
| 3M | +14.4% | -43.9% | +58.3% | +16.7% |
| 6M | 0.0% | -38.7% | +38.7% | -0.3% |
| YTD | -20.5% | +195.0% | -215.6% | -29.2% |
| 1Y | -21.9% | +142.3% | -164.1% | -29.7% |
| 3Y | +62.2% | +143.1% | -81.0% | +38.5% |
| 5Y | +25.2% | +162.7% | -137.5% | +1.7% |
| 10Y | +537.3% | +1,940.1% | -1,402.7% | +321.3% |
| All | +22,093.8% | +721.7% | +21,372.1% | +10,669.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling