+870.1%
MMM vs AEHR
+484.8%
+385.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +13.1% | -12.9% | -0.3% |
| 7D | -3.3% | +6.7% | -10.1% | -3.6% |
| 30D | -7.0% | -12.7% | +5.7% | -6.8% |
| 3M | +10.8% | -26.0% | +36.8% | +11.0% |
| 6M | +5.8% | +102.2% | -96.4% | +1.4% |
| YTD | +6.8% | +327.2% | -320.5% | -0.8% |
| 1Y | +10.4% | +228.1% | -217.7% | +3.1% |
| 3Y | +104.7% | +67.0% | +37.6% | +89.9% |
| 5Y | +23.6% | +928.1% | -904.6% | +5.3% |
| 10Y | +54.1% | +3,269.5% | -3,215.4% | +20.2% |
| All | +870.1% | +484.8% | +385.3% | +582.5% |
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