+13,824.2%
MA vs AEHR
+1,247.8%
+12,576.3%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +13.1% | -14.2% | -1.7% |
| 7D | -2.7% | +6.7% | -9.4% | -3.0% |
| 30D | +1.5% | -12.7% | +14.2% | +1.8% |
| 3M | +20.4% | -26.0% | +46.4% | +20.4% |
| 6M | +11.1% | +102.2% | -91.1% | +4.1% |
| YTD | +2.0% | +327.2% | -325.3% | -8.9% |
| 1Y | -2.2% | +228.1% | -230.3% | -11.9% |
| 3Y | +41.9% | +67.0% | -25.2% | +26.8% |
| 5Y | +75.4% | +928.1% | -852.8% | +35.5% |
| 10Y | +527.5% | +3,269.5% | -2,742.0% | +315.2% |
| All | +13,824.2% | +1,247.8% | +12,576.3% | +7,941.0% |
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 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