+3,361.2%
MO vs AEHR
+547.9%
+2,813.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.3% | -5.7% | -0.4% |
| 7D | -2.4% | +19.1% | -21.5% | -2.5% |
| 30D | +3.6% | -10.0% | +13.6% | +3.6% |
| 3M | -3.7% | +1.3% | -5.0% | -3.9% |
| 6M | +4.5% | +133.8% | -129.3% | +3.6% |
| YTD | +21.5% | +373.3% | -351.8% | +19.7% |
| 1Y | +9.5% | +256.2% | -246.6% | +8.0% |
| 3Y | +93.6% | +93.2% | +0.3% | +90.8% |
| 5Y | +97.5% | +793.1% | -695.6% | +89.9% |
| 10Y | +111.2% | +3,753.2% | -3,642.1% | +96.2% |
| All | +3,361.2% | +547.9% | +2,813.4% | +3,163.6% |
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 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