-10.1%
MSCI vs AEHR
+976.1%
-986.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.3% | -4.7% | +0.3% |
| 7D | -1.1% | +19.1% | -20.2% | -2.1% |
| 30D | -1.2% | -10.0% | +8.9% | -1.1% |
| 3M | -8.4% | +1.3% | -9.7% | -10.2% |
| 6M | -1.0% | +133.8% | -134.8% | -10.8% |
| YTD | -2.3% | +373.3% | -375.6% | -18.1% |
| 1Y | -1.2% | +256.2% | -257.3% | -16.2% |
| 3Y | +7.9% | +93.2% | -85.3% | -8.0% |
| 5Y | -10.1% | +793.1% | -803.1% | -44.7% |
| All | -10.1% | +976.1% | -986.2% | -44.7% |
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