-66.3%
SE vs AEHR
+976.1%
-1,042.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +5.3% | -9.3% | -4.9% |
| 7D | -3.6% | +19.1% | -22.7% | -6.6% |
| 30D | -5.3% | -10.0% | +4.7% | -4.7% |
| 3M | +28.1% | +1.3% | +26.8% | +21.9% |
| 6M | +20.7% | +133.8% | -113.1% | -5.9% |
| YTD | -14.8% | +373.3% | -388.1% | -44.1% |
| 1Y | -43.6% | +256.2% | -299.7% | -61.8% |
| 3Y | +184.2% | +93.2% | +91.0% | +94.5% |
| 5Y | -66.3% | +793.1% | -859.4% | -88.1% |
| All | -66.3% | +976.1% | -1,042.4% | -88.1% |
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