+43.4%
SMH vs AEHR
+147.2%
-103.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.6% | +3.8% | -1.3% |
| 7D | -11.2% | -5.7% | -5.4% | -10.6% |
| 30D | -20.4% | -41.7% | +21.3% | -11.4% |
| 3M | -12.4% | -44.6% | +32.2% | -3.0% |
| 6M | -0.5% | -28.9% | +28.4% | +1.0% |
| YTD | +40.0% | +201.3% | -161.3% | -0.5% |
| 1Y | +43.4% | +145.3% | -101.9% | +7.0% |
| All | +43.4% | +147.2% | -103.8% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling