+282.9%
SMH vs AEHR
+88.1%
+194.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.5% | +1.3% |
| 7D | +0.3% | +9.8% | -9.5% | -1.4% |
| 30D | -2.8% | -26.7% | +23.9% | +2.0% |
| 3M | -6.7% | -8.1% | +1.4% | -8.3% |
| 6M | +41.8% | +123.1% | -81.3% | +17.4% |
| YTD | +57.9% | +369.0% | -311.1% | +13.9% |
| 1Y | +87.6% | +256.4% | -168.7% | +39.2% |
| 3Y | +282.9% | +96.4% | +186.6% | +162.6% |
| All | +282.9% | +88.1% | +194.9% | +162.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling