+15,762.5%
MA vs AEHR
+830.8%
+14,931.7%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.5% |
| 7D | +1.8% | -8.5% | +10.3% | +2.1% |
| 30D | +11.8% | -29.6% | +41.5% | +13.0% |
| 3M | +17.2% | -43.9% | +61.1% | +19.0% |
| 6M | +33.4% | -38.7% | +72.1% | +32.9% |
| YTD | +16.1% | +195.0% | -178.9% | +4.8% |
| 1Y | +19.9% | +142.3% | -122.3% | +9.2% |
| 3Y | +70.1% | +143.1% | -73.1% | +47.6% |
| 5Y | +89.6% | +162.7% | -73.0% | +56.7% |
| 10Y | +568.4% | +1,940.1% | -1,371.6% | +350.9% |
| All | +15,762.5% | +830.8% | +14,931.7% | +9,149.3% |
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