+0.6%
SWKS vs AEHR
+114.5%
-113.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +9.0% | -7.8% | -0.2% |
| 7D | -6.2% | -2.4% | -3.7% | -6.6% |
| 30D | -1.5% | -40.1% | +38.6% | +5.1% |
| 3M | +23.0% | -46.3% | +69.3% | +31.7% |
| 6M | +27.6% | -44.6% | +72.2% | +31.8% |
| YTD | +32.3% | +165.3% | -133.0% | +2.7% |
| 1Y | +20.1% | +126.1% | -106.0% | -4.6% |
| 3Y | +0.6% | +132.2% | -131.6% | -32.3% |
| All | +0.6% | +114.5% | -113.9% | -32.3% |
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 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