+27.5%
SYY vs AEHR
+86.3%
-58.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +0.9% |
| 7D | +1.5% | +23.0% | -21.5% | +1.2% |
| 30D | -2.3% | -19.9% | +17.6% | -2.1% |
| 3M | +5.5% | +0.5% | +5.0% | +5.1% |
| 6M | -1.0% | +123.6% | -124.5% | -4.3% |
| YTD | +14.1% | +364.6% | -350.5% | +8.5% |
| 1Y | +5.6% | +255.3% | -249.8% | +0.7% |
| All | +27.5% | +86.3% | -58.8% | +23.5% |
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