+31.0%
SWKS vs AEHR
+3,460.4%
-3,429.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.3% | -3.4% | +1.2% |
| 7D | +11.8% | +18.5% | -6.7% | +9.4% |
| 30D | +6.7% | -11.9% | +18.7% | +7.6% |
| 3M | 0.0% | -5.0% | +5.0% | -2.0% |
| 6M | +38.7% | +155.0% | -116.2% | +17.8% |
| YTD | +21.4% | +349.7% | -328.3% | -5.8% |
| 1Y | +2.9% | +260.4% | -257.5% | -18.9% |
| 3Y | -16.4% | +83.6% | -100.0% | -35.4% |
| 5Y | -51.2% | +917.8% | -969.0% | -70.6% |
| 10Y | +31.0% | +3,517.1% | -3,486.1% | -36.8% |
| All | +31.0% | +3,460.4% | -3,429.4% | -36.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling