+4.3%
MSCI vs AEHR
+255.0%
-250.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +13.1% | -13.4% | +0.3% |
| 7D | +0.4% | +6.7% | -6.4% | +0.7% |
| 30D | +0.6% | -12.7% | +13.2% | +0.1% |
| 3M | -7.1% | -26.0% | +18.9% | -6.5% |
| 6M | +0.8% | +102.2% | -101.4% | +1.7% |
| YTD | +1.0% | +327.2% | -326.3% | +3.7% |
| 1Y | +4.3% | +228.1% | -223.8% | +8.0% |
| All | +4.3% | +255.0% | -250.7% | +8.0% |
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