+87.9%
MDLZ vs AEHR
+3,898.3%
-3,810.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.3% | -4.0% | +1.2% |
| 7D | 0.0% | +19.1% | -19.1% | -0.3% |
| 30D | +1.4% | -10.0% | +11.5% | +1.5% |
| 3M | 0.0% | +1.3% | -1.3% | -0.4% |
| 6M | +9.1% | +133.8% | -124.6% | +6.5% |
| YTD | +17.9% | +373.3% | -355.4% | +13.2% |
| 1Y | +3.2% | +256.2% | -252.9% | -0.6% |
| 3Y | -2.5% | +93.2% | -95.7% | -6.3% |
| 5Y | +17.6% | +793.1% | -775.5% | +5.8% |
| 10Y | +87.9% | +3,753.2% | -3,665.3% | +50.8% |
| All | +87.9% | +3,898.3% | -3,810.4% | +50.8% |
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