+2,806.0%
MSCI vs AEHR
+949.1%
+1,856.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +10.4% | -9.7% | +0.3% |
| 7D | -1.9% | +8.1% | -10.0% | -2.4% |
| 30D | +16.5% | -15.9% | +32.3% | +16.8% |
| 3M | +18.2% | -43.9% | +62.1% | +20.0% |
| 6M | +14.0% | -37.1% | +51.1% | +13.4% |
| YTD | +16.6% | +225.8% | -209.2% | +4.9% |
| 1Y | +14.8% | +184.0% | -169.2% | +3.9% |
| 3Y | +33.3% | +168.5% | -135.2% | +15.2% |
| 5Y | +9.1% | +186.2% | -177.2% | -9.8% |
| 10Y | +820.4% | +2,078.1% | -1,257.8% | +547.6% |
| All | +2,806.0% | +949.1% | +1,856.9% | +1,806.0% |
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 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