+41.8%
SCHD vs AEHR
+147.2%
-105.5%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.6% | +8.4% | +1.8% |
| 7D | +3.2% | -5.7% | +8.9% | +3.2% |
| 30D | +10.7% | -41.7% | +52.4% | +10.9% |
| 3M | +7.8% | -44.6% | +52.5% | +8.0% |
| 6M | +16.7% | -28.9% | +45.7% | +16.1% |
| YTD | +35.3% | +201.3% | -166.1% | +27.3% |
| 1Y | +41.8% | +145.3% | -103.6% | +34.8% |
| All | +41.8% | +147.2% | -105.5% | +34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling