+444.1%
META vs AEHR
+1,919.3%
-1,475.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +3.3% | -8.5% | +11.8% | +3.9% |
| 30D | -10.8% | -29.6% | +18.9% | -8.6% |
| 3M | +7.9% | -43.9% | +51.8% | +11.7% |
| 6M | +5.4% | -38.7% | +44.1% | +5.6% |
| YTD | -2.6% | +195.0% | -197.6% | -17.9% |
| 1Y | +1.9% | +142.3% | -140.4% | -12.8% |
| 3Y | +97.0% | +143.1% | -46.2% | +55.5% |
| 5Y | +97.6% | +162.7% | -65.0% | +42.8% |
| All | +444.1% | +1,919.3% | -1,475.3% | +213.2% |
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