+41.1%
SOFI vs AEHR
+3,652.4%
-3,611.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.3% |
| 7D | -7.0% | +23.0% | -30.0% | -11.0% |
| 30D | -4.3% | -19.9% | +15.7% | -1.4% |
| 3M | +8.4% | +0.5% | +7.9% | +3.3% |
| 6M | -5.9% | +123.6% | -129.5% | -27.3% |
| YTD | -34.3% | +364.6% | -398.9% | -57.8% |
| 1Y | -32.6% | +255.3% | -287.9% | -54.9% |
| 3Y | +101.3% | +89.7% | +11.6% | +32.3% |
| 5Y | +12.6% | +827.9% | -815.3% | -50.1% |
| All | +41.1% | +3,652.4% | -3,611.3% | -49.9% |
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