+2,054.3%
SWKS vs AEHR
+263.2%
+1,791.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +9.0% | -7.8% | +0.3% |
| 7D | -6.2% | -2.4% | -3.7% | -6.5% |
| 30D | -1.5% | -40.1% | +38.6% | +2.8% |
| 3M | +23.0% | -46.3% | +69.3% | +28.7% |
| 6M | +27.6% | -44.6% | +72.2% | +30.6% |
| YTD | +32.3% | +165.3% | -133.0% | +13.0% |
| 1Y | +20.1% | +126.1% | -106.0% | +4.0% |
| 3Y | +0.6% | +132.2% | -131.6% | -18.9% |
| 5Y | -42.3% | +108.3% | -150.6% | -55.8% |
| 10Y | +35.9% | +1,538.2% | -1,502.3% | -24.1% |
| All | +2,054.3% | +263.2% | +1,791.1% | +673.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling