+95.1%
META vs AEHR
+114.5%
-19.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.0% | -8.1% | +0.2% |
| 7D | -0.8% | -2.4% | +1.6% | -1.0% |
| 30D | -15.4% | -40.1% | +24.6% | -12.8% |
| 3M | +3.5% | -46.3% | +49.8% | +6.8% |
| 6M | -0.3% | -44.6% | +44.3% | +0.6% |
| YTD | -7.3% | +165.3% | -172.7% | -19.8% |
| 1Y | -1.1% | +126.1% | -127.2% | -13.5% |
| 3Y | +95.1% | +132.2% | -37.1% | +51.0% |
| All | +95.1% | +114.5% | -19.5% | +51.0% |
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