+1,527.5%
META vs AEHR
+7,813.8%
-6,286.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +13.1% | -12.1% | +0.1% |
| 7D | +6.7% | +6.7% | 0.0% | +6.1% |
| 30D | +4.8% | -12.7% | +17.4% | +5.2% |
| 3M | -1.6% | -26.0% | +24.4% | -1.4% |
| 6M | -7.5% | +102.2% | -109.7% | -15.2% |
| YTD | -6.4% | +327.2% | -333.6% | -19.6% |
| 1Y | -17.3% | +228.1% | -245.5% | -28.2% |
| 3Y | +109.9% | +67.0% | +42.9% | +80.2% |
| 5Y | +65.4% | +928.1% | -862.8% | +22.4% |
| 10Y | +391.8% | +3,269.5% | -2,877.7% | +226.2% |
| All | +1,527.5% | +7,813.8% | -6,286.3% | +963.5% |
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