-14.4%
SMR vs AEHR
+605.1%
-619.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +0.9% | -16.6% | -15.9% |
| 7D | -11.2% | +9.8% | -21.0% | -13.2% |
| 30D | -10.2% | -26.7% | +16.5% | -4.4% |
| 3M | -10.0% | -8.1% | -1.9% | -12.3% |
| 6M | -30.5% | +123.1% | -153.5% | -46.4% |
| YTD | -39.2% | +369.0% | -408.2% | -61.3% |
| 1Y | -75.5% | +256.4% | -331.9% | -83.4% |
| 3Y | +45.4% | +96.4% | -50.9% | -11.4% |
| All | -14.4% | +605.1% | -619.5% | -59.9% |
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