+82.6%
SMR vs AEHR
+89.8%
-7.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +5.3% | -8.6% | -4.9% |
| 7D | +13.1% | +19.1% | -6.0% | +6.8% |
| 30D | +17.8% | -10.0% | +27.8% | +18.8% |
| 3M | +8.1% | +1.3% | +6.8% | +1.2% |
| 6M | -11.1% | +133.8% | -144.9% | -37.8% |
| YTD | -23.7% | +373.3% | -397.0% | -58.4% |
| 1Y | -69.4% | +256.2% | -325.6% | -81.8% |
| All | +82.6% | +89.8% | -7.2% | -40.8% |
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