+425.7%
META vs AEHR
+1,804.8%
-1,379.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +11.6% | -6.5% | +4.1% |
| 7D | +5.7% | +16.2% | -10.5% | +3.8% |
| 30D | -10.8% | -29.3% | +18.6% | -8.7% |
| 3M | +8.4% | -42.0% | +50.4% | +11.9% |
| 6M | +5.4% | -38.5% | +43.9% | +5.5% |
| YTD | -2.6% | +196.2% | -198.8% | -17.9% |
| 1Y | +3.5% | +144.3% | -140.8% | -11.5% |
| 3Y | +102.0% | +158.0% | -56.0% | +58.5% |
| 5Y | +93.1% | +144.4% | -51.3% | +39.9% |
| 10Y | +425.7% | +1,867.4% | -1,441.8% | +203.2% |
| All | +425.7% | +1,804.8% | -1,379.1% | +203.2% |
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