+971.9%
MMM vs AEHR
+313.8%
+658.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -7.2% | +5.8% | -1.1% |
| 7D | -0.8% | +24.2% | -25.0% | -1.6% |
| 30D | +14.4% | -21.2% | +35.7% | +14.9% |
| 3M | +1.8% | -52.8% | +54.5% | +3.8% |
| 6M | +31.3% | -36.9% | +68.2% | +31.2% |
| YTD | +18.0% | +202.3% | -184.4% | +10.4% |
| 1Y | +10.9% | +162.9% | -152.0% | +4.2% |
| 3Y | +160.6% | +149.1% | +11.5% | +138.0% |
| 5Y | +44.5% | +146.2% | -101.7% | +28.8% |
| 10Y | +75.9% | +1,921.2% | -1,845.3% | +38.9% |
| All | +971.9% | +313.8% | +658.0% | +659.3% |
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