+516.3%
MDLZ vs AEHR
+1,166.2%
-650.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.7% | +8.1% | +1.6% |
| 7D | +2.3% | +6.4% | -4.1% | +2.2% |
| 30D | +7.9% | -20.3% | +28.2% | +8.1% |
| 3M | +7.3% | -53.8% | +61.0% | +8.3% |
| 6M | +11.7% | -44.8% | +56.5% | +11.7% |
| YTD | +28.7% | +182.2% | -153.5% | +23.6% |
| 1Y | +22.8% | +174.7% | -152.0% | +17.9% |
| 3Y | +6.6% | +143.5% | -136.9% | +0.7% |
| 5Y | +23.2% | +129.9% | -106.7% | +14.0% |
| 10Y | +108.7% | +1,786.8% | -1,678.0% | +75.1% |
| All | +516.3% | +1,166.2% | -650.0% | +391.5% |
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