-14.4%
SLB vs AEHR
+1,901.3%
-1,915.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.2% | +7.1% | +0.4% |
| 7D | +2.6% | +24.2% | -21.6% | +0.8% |
| 30D | +4.4% | -21.2% | +25.6% | +5.5% |
| 3M | -2.7% | -52.8% | +50.0% | +1.5% |
| 6M | -7.5% | -36.9% | +29.3% | -7.6% |
| YTD | +34.8% | +202.3% | -167.5% | +16.6% |
| 1Y | +44.6% | +162.9% | -118.3% | +26.3% |
| 3Y | +3.2% | +149.1% | -146.0% | -15.0% |
| 5Y | +73.6% | +146.2% | -72.7% | +34.7% |
| All | -14.4% | +1,901.3% | -1,915.7% | -49.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling