+589.4%
SE vs AEHR
+2,276.3%
-1,686.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +13.1% | -14.0% | -2.7% |
| 7D | -6.1% | +6.7% | -12.8% | -7.1% |
| 30D | -2.5% | -12.7% | +10.2% | -1.4% |
| 3M | +21.7% | -26.0% | +47.7% | +22.3% |
| 6M | +27.0% | +102.2% | -75.2% | +6.3% |
| YTD | -12.1% | +327.2% | -339.4% | -35.7% |
| 1Y | -40.9% | +228.1% | -269.0% | -55.8% |
| 3Y | +191.0% | +67.0% | +124.0% | +115.4% |
| 5Y | -68.3% | +928.1% | -996.4% | -83.8% |
| All | +589.4% | +2,276.3% | -1,686.9% | +199.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling