-14.2%
SLB vs AEHR
+2,129.8%
-2,144.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +10.4% | -8.3% | +1.3% |
| 7D | -1.2% | +8.1% | -9.3% | -1.9% |
| 30D | +4.5% | -15.9% | +20.4% | +5.1% |
| 3M | -4.6% | -43.9% | +39.3% | -1.8% |
| 6M | -6.3% | -37.1% | +30.8% | -6.3% |
| YTD | +35.0% | +225.8% | -190.8% | +16.1% |
| 1Y | +38.8% | +184.0% | -145.2% | +20.5% |
| 3Y | +3.3% | +168.5% | -165.2% | -15.4% |
| 5Y | +73.6% | +186.2% | -112.6% | +33.3% |
| 10Y | -14.2% | +2,078.1% | -2,092.4% | -49.9% |
| All | -14.2% | +2,129.8% | -2,144.1% | -49.9% |
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 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