+1,466.7%
MS vs AEHR
+263.2%
+1,203.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +9.0% | -9.5% | -1.2% |
| 7D | -1.6% | -2.4% | +0.9% | -1.8% |
| 30D | -3.8% | -40.1% | +36.3% | -0.6% |
| 3M | -14.6% | -46.3% | +31.7% | -11.6% |
| 6M | -5.1% | -44.6% | +39.6% | -3.9% |
| YTD | +4.5% | +165.3% | -160.8% | -8.0% |
| 1Y | +13.5% | +126.1% | -112.6% | +1.0% |
| 3Y | +160.4% | +132.2% | +28.2% | +118.0% |
| 5Y | +112.9% | +108.3% | +4.6% | +69.4% |
| 10Y | +633.4% | +1,538.2% | -904.8% | +341.7% |
| All | +1,466.7% | +263.2% | +1,203.5% | +557.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling