+29.7%
SRE vs AEHR
+86.3%
-56.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -1.1% |
| 7D | -0.7% | +23.0% | -23.7% | -1.2% |
| 30D | -1.7% | -19.9% | +18.2% | -1.3% |
| 3M | -7.1% | +0.5% | -7.6% | -7.7% |
| 6M | -8.4% | +123.6% | -131.9% | -12.1% |
| YTD | -3.5% | +364.6% | -368.1% | -10.3% |
| 1Y | +5.4% | +255.3% | -250.0% | -1.6% |
| All | +29.7% | +86.3% | -56.6% | +13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling