+49.7%
MMM vs AEHR
+157.2%
-107.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.4% |
| 7D | +7.0% | -8.5% | +15.5% | +7.3% |
| 30D | +18.4% | -29.6% | +48.0% | +20.1% |
| 3M | +4.5% | -43.9% | +48.4% | +6.8% |
| 6M | +33.4% | -38.7% | +72.2% | +33.4% |
| YTD | +20.0% | +195.0% | -175.1% | +6.5% |
| 1Y | +15.0% | +142.3% | -127.2% | +3.2% |
| 3Y | +165.0% | +143.1% | +21.8% | +123.1% |
| All | +49.7% | +157.2% | -107.5% | +17.9% |
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