+15.9%
MS vs AEHR
+138.4%
-122.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +11.6% | -8.5% | +2.0% |
| 7D | +0.7% | +16.2% | -15.5% | -1.2% |
| 30D | -0.9% | -29.3% | +28.4% | +1.5% |
| 3M | -13.0% | -42.0% | +29.0% | -10.0% |
| 6M | -2.0% | -38.5% | +36.5% | -1.8% |
| YTD | +7.8% | +196.2% | -188.5% | -14.2% |
| All | +15.9% | +138.4% | -122.5% | -4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling