+67.5%
MA vs AEHR
+889.0%
-821.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.3% | -6.7% | -1.6% |
| 7D | -1.8% | +18.5% | -20.3% | -2.5% |
| 30D | +1.4% | -11.9% | +13.3% | +1.6% |
| 3M | +17.7% | -5.0% | +22.8% | +16.4% |
| 6M | +9.7% | +155.0% | -145.3% | +0.7% |
| YTD | +0.5% | +349.7% | -349.2% | -11.9% |
| 1Y | -2.1% | +260.4% | -262.5% | -13.7% |
| 3Y | +40.1% | +83.6% | -43.5% | +24.8% |
| 5Y | +67.5% | +917.8% | -850.3% | +18.1% |
| All | +67.5% | +889.0% | -821.5% | +18.1% |
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