+104.5%
MDLZ vs AEHR
+1,901.3%
-1,796.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.2% | +7.0% | -0.2% |
| 7D | -0.4% | +24.2% | -24.6% | -0.6% |
| 30D | +8.2% | -21.2% | +29.5% | +8.4% |
| 3M | +8.0% | -52.8% | +60.8% | +8.6% |
| 6M | +9.7% | -36.9% | +46.6% | +9.5% |
| YTD | +26.9% | +202.3% | -175.5% | +22.2% |
| 1Y | +20.9% | +162.9% | -142.0% | +16.7% |
| 3Y | +5.3% | +149.1% | -143.8% | 0.0% |
| 5Y | +21.4% | +146.2% | -124.8% | +12.5% |
| All | +104.5% | +1,901.3% | -1,796.8% | +68.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling