+2,417.1%
MSCI vs AEHR
+1,275.8%
+1,141.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +13.1% | -13.4% | -0.9% |
| 7D | +0.4% | +6.7% | -6.4% | 0.0% |
| 30D | +0.6% | -12.7% | +13.2% | +0.8% |
| 3M | -7.1% | -26.0% | +18.9% | -7.2% |
| 6M | +0.8% | +102.2% | -101.4% | -5.4% |
| YTD | +1.0% | +327.2% | -326.3% | -9.6% |
| 1Y | +4.3% | +228.1% | -223.8% | -6.0% |
| 3Y | +9.9% | +67.0% | -57.1% | -1.7% |
| 5Y | -6.8% | +928.1% | -934.9% | -26.8% |
| 10Y | +614.7% | +3,269.5% | -2,654.9% | +395.9% |
| All | +2,417.1% | +1,275.8% | +1,141.4% | +1,542.7% |
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 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