+27.0%
MMM vs AEHR
+889.0%
-862.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.3% | -5.9% | -0.9% |
| 7D | -1.6% | +18.5% | -20.1% | -2.6% |
| 30D | -8.0% | -11.9% | +3.9% | -7.7% |
| 3M | +9.4% | -5.0% | +14.4% | +8.1% |
| 6M | +10.2% | +155.0% | -144.7% | +1.6% |
| YTD | +6.1% | +349.7% | -343.6% | -6.3% |
| 1Y | +10.8% | +260.4% | -249.6% | -1.7% |
| 3Y | +104.8% | +83.6% | +21.2% | +79.4% |
| 5Y | +27.0% | +917.8% | -890.8% | +0.8% |
| All | +27.0% | +889.0% | -862.0% | +0.8% |
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 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