+65.8%
MAR vs AEHR
+86.3%
-20.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.6% |
| 7D | -2.1% | +23.0% | -25.1% | -3.2% |
| 30D | -5.7% | -19.9% | +14.3% | -4.8% |
| 3M | -14.6% | +0.5% | -15.2% | -16.1% |
| 6M | +1.3% | +123.6% | -122.2% | -7.3% |
| YTD | +6.7% | +364.6% | -357.9% | -8.3% |
| 1Y | +26.4% | +255.3% | -228.9% | +9.7% |
| All | +65.8% | +86.3% | -20.5% | +38.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling