+102.7%
MO vs AEHR
+817.5%
-714.8%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.7% | +0.3% |
| 7D | +0.1% | +9.8% | -9.6% | +0.3% |
| 30D | +7.1% | -26.7% | +33.9% | +6.7% |
| 3M | -2.0% | -8.1% | +6.1% | -1.5% |
| 6M | +7.3% | +123.1% | -115.8% | +8.6% |
| YTD | +23.5% | +369.0% | -345.5% | +25.7% |
| 1Y | +11.0% | +256.4% | -245.4% | +12.9% |
| 3Y | +95.0% | +96.4% | -1.4% | +100.4% |
| All | +102.7% | +817.5% | -714.8% | +105.6% |
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