+7.3%
MSCI vs AEHR
+82.4%
-75.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.3% | -9.0% | -3.8% |
| 7D | -2.1% | +18.5% | -20.6% | -2.0% |
| 30D | -1.7% | -11.9% | +10.2% | -1.8% |
| 3M | -8.2% | -5.0% | -3.2% | -8.2% |
| 6M | -2.4% | +155.0% | -157.4% | -5.3% |
| YTD | -2.8% | +349.7% | -352.5% | -7.4% |
| 1Y | -2.7% | +260.4% | -263.1% | -7.1% |
| 3Y | +7.3% | +83.6% | -76.3% | +1.7% |
| All | +7.3% | +82.4% | -75.1% | +1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling