+57.9%
SO vs AEHR
+976.1%
-918.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.3% | -6.0% | -0.7% |
| 7D | 0.0% | +19.1% | -19.1% | +0.3% |
| 30D | -2.5% | -10.0% | +7.5% | -2.5% |
| 3M | -4.2% | +1.3% | -5.5% | -3.8% |
| 6M | -7.7% | +133.8% | -141.4% | -6.5% |
| YTD | +3.8% | +373.3% | -369.5% | +5.9% |
| 1Y | +0.1% | +256.2% | -256.1% | +1.9% |
| 3Y | +44.2% | +93.2% | -49.0% | +48.1% |
| 5Y | +57.9% | +793.1% | -735.2% | +60.5% |
| All | +57.9% | +976.1% | -918.3% | +60.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling