+185.1%
SLB vs AEHR
+313.8%
-128.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.2% | +7.1% | +0.3% |
| 7D | +2.6% | +24.2% | -21.6% | +1.2% |
| 30D | +4.4% | -21.2% | +25.6% | +5.2% |
| 3M | -2.7% | -52.8% | +50.0% | +0.6% |
| 6M | -7.5% | -36.9% | +29.3% | -7.6% |
| YTD | +34.8% | +202.3% | -167.5% | +20.8% |
| 1Y | +44.6% | +162.9% | -118.3% | +30.5% |
| 3Y | +3.2% | +149.1% | -146.0% | -10.7% |
| 5Y | +73.6% | +146.2% | -72.7% | +43.7% |
| 10Y | -14.3% | +1,921.2% | -1,935.5% | -42.1% |
| All | +185.1% | +313.8% | -128.7% | +67.7% |
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