+32.4%
SWKS vs AEHR
+1,804.8%
-1,772.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.6% | -10.9% | -0.7% |
| 7D | -2.7% | +16.2% | -19.0% | -5.4% |
| 30D | +8.5% | -29.3% | +37.8% | +12.0% |
| 3M | +17.3% | -42.0% | +59.3% | +22.9% |
| 6M | +25.1% | -38.5% | +63.6% | +26.9% |
| YTD | +33.3% | +196.2% | -162.9% | +7.2% |
| 1Y | +22.9% | +144.3% | -121.4% | +0.9% |
| 3Y | +5.5% | +158.0% | -152.5% | -22.0% |
| 5Y | -41.9% | +144.4% | -186.3% | -60.4% |
| 10Y | +32.4% | +1,867.4% | -1,835.0% | -35.9% |
| All | +32.4% | +1,804.8% | -1,772.4% | -35.9% |
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 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