+86.4%
META vs AEHR
+126.8%
-40.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.7% | +9.6% | +3.7% |
| 7D | +5.2% | +6.4% | -1.2% | +4.2% |
| 30D | -13.0% | -20.3% | +7.3% | -11.6% |
| 3M | +7.9% | -53.8% | +61.7% | +15.9% |
| 6M | +4.2% | -44.8% | +49.1% | +5.5% |
| YTD | -2.5% | +182.2% | -184.8% | -24.7% |
| 1Y | +5.6% | +174.7% | -169.2% | -18.5% |
| 3Y | +96.8% | +143.5% | -46.7% | +35.2% |
| All | +86.4% | +126.8% | -40.4% | -4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling