+2,648.5%
SO vs AEHR
+286.3%
+2,362.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.7% | +7.9% | +1.3% |
| 7D | +1.4% | +6.4% | -5.0% | +1.3% |
| 30D | +4.7% | -20.3% | +25.0% | +4.8% |
| 3M | +1.7% | -53.8% | +55.5% | +2.1% |
| 6M | +2.2% | -44.8% | +47.0% | +2.2% |
| YTD | +10.0% | +182.2% | -172.3% | +8.3% |
| 1Y | +6.0% | +174.7% | -168.7% | +4.4% |
| 3Y | +54.1% | +143.5% | -89.4% | +50.8% |
| 5Y | +79.6% | +129.9% | -50.2% | +74.0% |
| 10Y | +195.5% | +1,786.8% | -1,591.3% | +172.3% |
| All | +2,648.5% | +286.3% | +2,362.2% | +2,389.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling