+15.4%
SOFI vs AEHR
+817.5%
-802.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.4% |
| 7D | -4.9% | +9.8% | -14.7% | -7.0% |
| 30D | -3.5% | -26.7% | +23.3% | +2.1% |
| 3M | +3.9% | -8.1% | +12.0% | 0.0% |
| 6M | -6.5% | +123.1% | -129.6% | -31.4% |
| YTD | -33.8% | +369.0% | -402.8% | -61.4% |
| 1Y | -33.3% | +256.4% | -289.7% | -59.1% |
| 3Y | +94.6% | +96.4% | -1.8% | +17.4% |
| All | +15.4% | +817.5% | -802.1% | -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