+112.4%
MS vs AEHR
+107.1%
+5.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +9.0% | -9.5% | -1.5% |
| 7D | -1.6% | -2.4% | +0.9% | -1.9% |
| 30D | -3.8% | -40.1% | +36.3% | +0.5% |
| 3M | -14.6% | -46.3% | +31.7% | -10.7% |
| 6M | -5.1% | -44.6% | +39.6% | -3.7% |
| YTD | +4.5% | +165.3% | -160.8% | -12.7% |
| 1Y | +13.5% | +126.1% | -112.6% | -3.8% |
| 3Y | +160.4% | +132.2% | +28.2% | +101.0% |
| All | +112.4% | +107.1% | +5.4% | +39.7% |
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