+507.3%
MDLZ vs AEHR
+1,256.4%
-749.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.2% | +7.0% | -0.1% |
| 7D | -0.4% | +24.2% | -24.6% | -0.8% |
| 30D | +8.2% | -21.2% | +29.5% | +8.4% |
| 3M | +8.0% | -52.8% | +60.8% | +9.0% |
| 6M | +9.7% | -36.9% | +46.6% | +9.5% |
| YTD | +26.9% | +202.3% | -175.5% | +21.7% |
| 1Y | +20.9% | +162.9% | -142.0% | +16.2% |
| 3Y | +5.3% | +149.1% | -143.8% | -0.5% |
| 5Y | +21.4% | +146.2% | -124.8% | +12.2% |
| 10Y | +105.7% | +1,921.2% | -1,815.5% | +72.4% |
| All | +507.3% | +1,256.4% | -749.1% | +383.9% |
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 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