-78.0%
SE vs AEHR
+126.8%
-204.9%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.7% | +7.8% | +2.2% |
| 7D | -0.5% | +6.4% | -6.9% | -1.8% |
| 30D | -20.9% | -20.3% | -0.6% | -19.3% |
| 3M | -38.9% | -53.8% | +14.9% | -32.9% |
| 6M | -19.4% | -44.8% | +25.4% | -18.4% |
| YTD | -40.9% | +182.2% | -223.1% | -59.8% |
| 1Y | -46.2% | +174.7% | -220.9% | -63.3% |
| 3Y | +63.7% | +143.5% | -79.8% | -7.2% |
| All | -78.0% | +126.8% | -204.9% | -92.4% |
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 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