+122.9%
MS vs AEHR
+126.8%
-3.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.7% | +7.4% | +1.5% |
| 7D | +5.1% | +6.4% | -1.3% | +4.3% |
| 30D | +5.7% | -20.3% | +26.0% | +7.1% |
| 3M | -12.2% | -53.8% | +41.6% | -6.7% |
| 6M | -0.5% | -44.8% | +44.3% | +1.0% |
| YTD | +9.8% | +182.2% | -172.4% | -9.0% |
| 1Y | +17.7% | +174.7% | -157.0% | -2.3% |
| 3Y | +176.8% | +143.5% | +33.3% | +112.6% |
| All | +122.9% | +126.8% | -3.9% | +45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling