+1,840.2%
SWKS vs AEHR
+484.8%
+1,355.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +13.1% | -9.6% | +2.2% |
| 7D | +12.5% | +6.7% | +5.8% | +11.7% |
| 30D | +10.5% | -12.7% | +23.2% | +11.3% |
| 3M | -7.4% | -26.0% | +18.6% | -6.5% |
| 6M | +32.7% | +102.2% | -69.5% | +19.2% |
| YTD | +19.2% | +327.2% | -308.1% | -1.9% |
| 1Y | +2.4% | +228.1% | -225.7% | -14.3% |
| 3Y | -25.6% | +67.0% | -92.7% | -38.1% |
| 5Y | -53.4% | +928.1% | -981.6% | -69.1% |
| 10Y | +23.2% | +3,269.5% | -3,246.4% | -35.4% |
| All | +1,840.2% | +484.8% | +1,355.4% | +571.4% |
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