+2,487.6%
SO vs AEHR
+484.8%
+2,002.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +13.1% | -13.8% | -0.8% |
| 7D | -0.2% | +6.7% | -6.9% | -0.2% |
| 30D | -4.6% | -12.7% | +8.1% | -4.5% |
| 3M | -3.0% | -26.0% | +23.0% | -3.0% |
| 6M | -8.3% | +102.2% | -110.5% | -9.1% |
| YTD | +3.5% | +327.2% | -323.7% | +1.8% |
| 1Y | -0.9% | +228.1% | -229.0% | -2.5% |
| 3Y | +45.4% | +67.0% | -21.7% | +43.1% |
| 5Y | +59.6% | +928.1% | -868.5% | +52.0% |
| 10Y | +156.6% | +3,269.5% | -3,112.9% | +135.6% |
| All | +2,487.6% | +484.8% | +2,002.8% | +2,239.5% |
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 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