+56.5%
SAP vs AEHR
+82.4%
-25.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.3% | -6.9% | -1.7% |
| 7D | -0.3% | +18.5% | -18.8% | -0.3% |
| 30D | +2.6% | -11.9% | +14.5% | +2.6% |
| 3M | +16.3% | -5.0% | +21.3% | +16.0% |
| 6M | +6.4% | +155.0% | -148.6% | +2.0% |
| YTD | -11.4% | +349.7% | -361.1% | -17.7% |
| 1Y | -20.4% | +260.4% | -280.8% | -25.7% |
| 3Y | +56.5% | +83.6% | -27.1% | +42.4% |
| All | +56.5% | +82.4% | -25.9% | +42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling