+56.2%
SAP vs AEHR
+976.1%
-920.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.3% | -6.4% | -1.3% |
| 7D | -0.3% | +19.1% | -19.4% | -1.0% |
| 30D | +0.3% | -10.0% | +10.3% | +0.4% |
| 3M | +16.9% | +1.3% | +15.6% | +15.3% |
| 6M | +6.3% | +133.8% | -127.4% | -1.7% |
| YTD | -12.4% | +373.3% | -385.7% | -23.7% |
| 1Y | -21.6% | +256.2% | -277.8% | -30.9% |
| 3Y | +54.8% | +93.2% | -38.5% | +35.7% |
| 5Y | +56.2% | +793.1% | -736.9% | +13.0% |
| All | +56.2% | +976.1% | -920.0% | +13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling