+825.7%
MRK vs AEHR
+515.5%
+310.2%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.3% | -6.5% | -1.3% |
| 7D | -0.9% | +18.5% | -19.5% | -1.2% |
| 30D | +15.5% | -11.9% | +27.4% | +15.5% |
| 3M | +25.1% | -5.0% | +30.1% | +24.6% |
| 6M | +30.1% | +155.0% | -124.9% | +26.8% |
| YTD | +43.1% | +349.7% | -306.6% | +37.8% |
| 1Y | +82.5% | +260.4% | -178.0% | +76.0% |
| 3Y | +49.3% | +83.6% | -34.3% | +43.7% |
| 5Y | +130.3% | +917.8% | -787.6% | +110.3% |
| 10Y | +234.3% | +3,517.1% | -3,282.8% | +185.7% |
| All | +825.7% | +515.5% | +310.2% | +657.8% |
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