+800.7%
MSCI vs AEHR
+1,846.7%
-1,046.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | +2.7% | -8.5% | +11.2% | +2.9% |
| 30D | +16.2% | -29.6% | +45.9% | +17.6% |
| 3M | +17.1% | -43.9% | +61.0% | +19.1% |
| 6M | +13.0% | -38.7% | +51.7% | +12.3% |
| YTD | +15.8% | +195.0% | -179.3% | +2.3% |
| 1Y | +15.5% | +142.3% | -126.8% | +3.1% |
| 3Y | +32.3% | +143.1% | -110.8% | +10.9% |
| 5Y | +8.2% | +162.7% | -154.5% | -15.5% |
| 10Y | +800.7% | +1,940.1% | -1,139.4% | +486.2% |
| All | +800.7% | +1,846.7% | -1,046.0% | +486.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling