-40.8%
SOFI vs AEHR
+147.2%
-188.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -6.6% | +10.2% | +4.6% |
| 7D | +1.4% | -5.7% | +7.1% | +1.7% |
| 30D | +9.2% | -41.7% | +50.9% | +16.5% |
| 3M | -7.1% | -44.6% | +37.6% | -1.5% |
| 6M | +7.3% | -28.9% | +36.2% | +4.4% |
| YTD | -33.6% | +201.3% | -235.0% | -57.3% |
| 1Y | -40.8% | +145.3% | -186.1% | -58.2% |
| All | -40.8% | +147.2% | -188.0% | -58.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling