+11.5%
SWKS vs AEHR
+136.3%
-124.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.7% | +6.6% | +0.9% |
| 7D | +9.4% | +6.4% | +3.1% | +8.2% |
| 30D | +17.0% | -20.3% | +37.3% | +19.2% |
| 3M | +28.9% | -53.8% | +82.7% | +41.4% |
| 6M | +33.1% | -44.8% | +78.0% | +37.3% |
| YTD | +44.8% | +182.2% | -137.4% | +11.3% |
| 1Y | +36.2% | +174.7% | -138.5% | +4.8% |
| 3Y | +11.5% | +143.5% | -132.0% | -24.9% |
| All | +11.5% | +136.3% | -124.8% | -24.9% |
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