+2,222.5%
MKSI vs AEHR
+2,195.5%
+27.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +2.0% |
| 7D | +2.7% | +9.8% | -7.1% | +1.5% |
| 30D | -12.8% | -26.7% | +13.9% | -9.7% |
| 3M | -22.5% | -8.1% | -14.4% | -22.6% |
| 6M | +19.4% | +123.1% | -103.7% | +6.4% |
| YTD | +67.7% | +369.0% | -301.3% | +36.2% |
| 1Y | +131.4% | +256.4% | -125.0% | +92.5% |
| 3Y | +197.3% | +96.4% | +101.0% | +145.8% |
| 5Y | +87.0% | +836.6% | -749.6% | +27.9% |
| 10Y | +522.1% | +3,718.1% | -3,196.1% | +238.5% |
| All | +2,222.5% | +2,195.5% | +27.0% | +833.8% |
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