+184.7%
MS vs AEHR
+68.1%
+116.5%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +13.1% | -12.8% | -1.0% |
| 7D | +1.4% | +6.7% | -5.4% | +0.6% |
| 30D | -0.3% | -12.7% | +12.4% | +0.4% |
| 3M | +0.3% | -26.0% | +26.3% | +0.8% |
| 6M | +31.3% | +102.2% | -70.9% | +16.5% |
| YTD | +24.7% | +327.2% | -302.6% | +1.3% |
| 1Y | +47.9% | +228.1% | -180.2% | +22.1% |
| All | +184.7% | +68.1% | +116.5% | +136.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling