-7.7%
SRE vs AEHR
+147.2%
-154.9%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.6% | +3.7% | -2.8% |
| 7D | -2.1% | -5.7% | +3.6% | -2.0% |
| 30D | +6.1% | -41.7% | +47.8% | +6.8% |
| 3M | -3.5% | -44.6% | +41.1% | -2.9% |
| 6M | -10.8% | -28.9% | +18.1% | -11.2% |
| YTD | -4.0% | +201.3% | -205.3% | -10.8% |
| 1Y | -7.7% | +145.3% | -153.0% | -13.3% |
| All | -7.7% | +147.2% | -154.9% | -13.3% |
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