+15.9%
SCHW vs AEHR
+134.1%
-118.1%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.6% | +0.7% |
| 7D | -2.8% | +23.0% | -25.8% | -2.2% |
| 30D | -0.1% | -19.9% | +19.9% | -0.4% |
| 3M | +20.6% | +0.5% | +20.1% | +21.1% |
| 6M | +15.9% | +123.6% | -107.6% | +10.9% |
| All | +15.9% | +134.1% | -118.1% | +10.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling