+171.3%
SAP vs AEHR
+3,808.7%
-3,637.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -1.5% |
| 7D | -5.1% | +23.0% | -28.1% | -5.9% |
| 30D | -1.8% | -19.9% | +18.2% | -1.2% |
| 3M | +20.9% | +0.5% | +20.4% | +19.4% |
| 6M | +7.0% | +123.6% | -116.6% | +0.4% |
| YTD | -13.7% | +364.6% | -378.4% | -22.8% |
| 1Y | -19.6% | +255.3% | -274.9% | -27.5% |
| 3Y | +52.4% | +89.7% | -37.3% | +35.9% |
| 5Y | +54.4% | +827.9% | -773.5% | +21.9% |
| All | +171.3% | +3,808.7% | -3,637.4% | +86.6% |
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