+96.0%
MA vs AEHR
+154.4%
-58.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +11.6% | -11.2% | 0.0% |
| 7D | -0.3% | +16.2% | -16.6% | -1.1% |
| 30D | +11.3% | -29.3% | +40.7% | +12.4% |
| 3M | +16.7% | -42.0% | +58.6% | +18.2% |
| 6M | +32.8% | -38.5% | +71.3% | +32.0% |
| YTD | +15.6% | +196.2% | -180.6% | +1.6% |
| 1Y | +19.6% | +144.3% | -124.7% | +6.3% |
| 3Y | +72.1% | +158.0% | -85.9% | +42.8% |
| 5Y | +96.0% | +144.4% | -48.4% | +44.0% |
| All | +96.0% | +154.4% | -58.4% | +44.0% |
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