+45.3%
SO vs AEHR
+82.4%
-37.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.3% | -4.3% | +1.1% |
| 7D | +1.0% | +18.5% | -17.5% | +1.4% |
| 30D | -3.2% | -11.9% | +8.7% | -3.3% |
| 3M | -1.7% | -5.0% | +3.3% | -1.2% |
| 6M | -7.2% | +155.0% | -162.2% | -5.0% |
| YTD | +4.6% | +349.7% | -345.1% | +8.2% |
| 1Y | +1.2% | +260.4% | -259.2% | +4.6% |
| 3Y | +45.3% | +83.6% | -38.3% | +49.2% |
| All | +45.3% | +82.4% | -37.2% | +49.2% |
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