-3.7%
MDLZ vs AEHR
+82.4%
-86.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.3% | -4.7% | +0.6% |
| 7D | 0.0% | +18.5% | -18.5% | +0.2% |
| 30D | -1.6% | -11.9% | +10.3% | -1.7% |
| 3M | +0.9% | -5.0% | +5.9% | +1.2% |
| 6M | +7.3% | +155.0% | -147.6% | +7.0% |
| YTD | +16.4% | +349.7% | -333.2% | +15.9% |
| 1Y | +3.0% | +260.4% | -257.5% | +2.4% |
| 3Y | -3.7% | +83.6% | -87.3% | -1.4% |
| All | -3.7% | +82.4% | -86.1% | -1.4% |
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