+229.3%
SAP vs AEHR
+2,129.8%
-1,900.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +10.4% | -10.3% | -0.2% |
| 7D | -2.5% | +8.1% | -10.6% | -2.9% |
| 30D | +7.5% | -15.9% | +23.3% | +7.7% |
| 3M | +11.6% | -43.9% | +55.5% | +13.1% |
| 6M | +37.6% | -37.1% | +74.7% | +37.0% |
| YTD | -2.0% | +225.8% | -227.8% | -11.7% |
| 1Y | -6.4% | +184.0% | -190.4% | -15.2% |
| 3Y | +67.7% | +168.5% | -100.8% | +45.1% |
| 5Y | +75.7% | +186.2% | -110.5% | +44.2% |
| 10Y | +229.3% | +2,078.1% | -1,848.8% | +131.7% |
| All | +229.3% | +2,129.8% | -1,900.5% | +131.7% |
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 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