+794.2%
MS vs AEHR
+3,460.4%
-2,666.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.3% | -5.9% | -1.1% |
| 7D | +2.5% | +18.5% | -16.1% | +1.0% |
| 30D | 0.0% | -11.9% | +11.9% | +0.4% |
| 3M | +2.4% | -5.0% | +7.5% | +0.9% |
| 6M | +36.4% | +155.0% | -118.6% | +22.3% |
| YTD | +23.8% | +349.7% | -325.9% | +5.2% |
| 1Y | +48.6% | +260.4% | -211.8% | +27.5% |
| 3Y | +179.1% | +83.6% | +95.5% | +136.1% |
| 5Y | +144.8% | +917.8% | -773.0% | +75.0% |
| 10Y | +794.2% | +3,517.1% | -2,722.9% | +444.0% |
| All | +794.2% | +3,460.4% | -2,666.2% | +444.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling